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Joined: 8/21/2017
Education: Graduate
Trading Experience: 5-10 yrs
CPA with interest in investing - primarily look for a balance between innovative high growth tech companies and value plays focused on quality brands with strong moat. Thoughts are my own and not advice. contact

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Total Recommendations


Open Recommendations

31.58 %

Success Rate


Total Services

My Services

Service NameAvg % Return
since Inception
% SuccessYTD ReturnRiskFees
Growth and value (all equities)11.74 %26/1931.58 %18.72 %

Closed Recommendations

SymbolServiceTypeStrategy Created Closed% Return
WBGrowth and value (all equities)EquityBuy Long04/29/1905/23/19-34.87 %
KSSGrowth and value (all equities)EquityBuy Long05/18/1905/21/19-13.14 %
BIDUGrowth and value (all equities)EquityBuy Long12/28/1805/17/19-20.24 %
BIDUGrowth and value (all equities)EquityBuy Long03/05/1905/17/19-22.27 %
BIDUmainly growth stocksEquityBuy Long10/11/1805/17/19-36.03 %
GOOSGrowth and value (all equities)EquityBuy Long02/22/1904/29/19-2.30 %
TLNDGrowth and value (all equities)EquityBuy Long03/31/1904/04/19-1.82 %
ZUOGrowth and value (all equities)EquityBuy Long03/19/1903/27/19-22.77 %
ZUOGrowth and value (all equities)EquityBuy Long03/19/1903/27/19-22.75 %
ZUOGrowth and value (all equities)EquityBuy Long03/19/1903/27/19-22.75 %
ZUOGrowth and value (all equities)EquityBuy Long03/19/1903/27/19-22.76 %
FDXGrowth and value (all equities)EquityBuy Long12/28/1803/20/198.11 %
ANETGrowth and value (all equities)EquityBuy Long12/31/1803/18/1946.76 %
TJXGrowth and value (all equities)EquityBuy Long03/15/1903/15/1917.93 %
BACGrowth and value (all equities)EquityBuy Long12/28/1803/05/1917.42 %
NKEGrowth and value (all equities)EquityBuy Long12/28/1802/22/1915.50 %
BZUNGrowth and value (all equities)EquityBuy Long12/28/1812/31/18-3.00 %
AAPLGrowth and value (all equities)EquityBuy Long12/28/1812/28/180.11 %
BABAGrowth and value (all equities)EquityBuy Long12/28/1812/28/180.09 %
FBGrowth and value (all equities)EquityBuy Long12/28/1812/28/18-0.24 %
MUKessel Growth and ValueEquityBuy Long12/28/1712/24/18-28.75 %
FBKessel Growth and ValueEquityBuy Long10/14/1812/21/18-19.07 %
FBmainly growth stocksEquityBuy Long10/11/1812/21/18-20.31 %
IQmainly growth stocksEquityBuy Long10/11/1812/21/18-40.64 %
ANETKessel Growth and ValueEquityBuy Long02/19/1812/20/18-19.62 %
SFIXKessel Growth and ValueEquityBuy Long10/14/1812/11/18-25.89 %
SFIXmainly growth stocksEquityBuy Long10/11/1812/11/18-23.76 %
FDXmainly growth stocksEquityBuy Long10/11/1812/10/18-14.36 %
JDKessel Growth and ValueEquityBuy Long09/09/1811/20/18-24.79 %
NVDAKessel Growth and ValueEquityBuy Long10/29/1711/19/18-26.32 %
GSKessel Growth and ValueEquityBuy Long01/12/1811/14/18-21.51 %
NVDAmainly growth stocksEquityBuy Long11/07/1811/12/18-10.07 %
SQmainly growth stocksEquityBuy Long10/11/1811/08/182.68 %
IQKessel Growth and ValueEquityBuy Long06/05/1810/31/18-34.02 %
MICRmainly growth stocksEquityBuy Long10/11/1810/29/18-51.98 %
AMZNKessel Growth and ValueEquityBuy Long10/14/1810/29/18-13.12 %
AMZNmainly growth stocksEquityBuy Long10/11/1810/29/18-14.02 %
NVDAmainly growth stocksEquityBuy Long10/11/1810/29/18-22.21 %
IQKessel Growth and ValueEquityBuy Long08/03/1810/23/18-22.16 %
YNDXmainly growth stocksEquityBuy Long10/11/1810/19/18-21.70 %
YNDXKessel Growth and ValueEquityBuy Long09/03/1810/19/18-19.12 %
YYKessel Growth and ValueEquityBuy Long08/20/1810/18/18-21.45 %
GEKessel Growth and ValueEquityBuy Long09/29/1810/17/18-2.28 %
RDFNKessel Growth and ValueEquityBuy Long02/19/1810/10/18-30.96 %
BABAKessel Growth and ValueEquityBuy Long12/28/1710/10/18-18.70 %
BIDUKessel Growth and ValueEquityBuy Long05/18/1810/08/18-20.96 %
BABAKessel Growth and ValueEquityBuy Long04/26/1810/08/18-14.67 %
TOLKessel Growth and ValueEquityBuy Long07/09/1809/28/18-13.13 %
JDKessel Growth and ValueEquityBuy Long10/29/1709/04/18-22.68 %
AMZNKessel Growth and ValueEquityBuy Long04/16/1808/30/1838.13 %
AAPLKessel Growth and ValueEquityBuy Long11/15/1708/28/1830.04 %
ABBVKessel Growth and ValueEquityBuy Long07/24/1808/20/187.69 %
FBKessel Growth and ValueEquityBuy Long06/20/1807/30/18-15.77 %
FBKessel Growth and ValueEquityBuy Long03/26/1806/20/1829.15 %
FBKessel Growth and ValueEquityBuy Long08/21/1706/20/1819.76 %
AMATKessel Growth and ValueEquityBuy Long10/06/1705/18/18-4.78 %
BIDUKessel Growth and ValueEquityBuy Long08/22/1705/16/1824.92 %
GMKessel Growth and ValueEquityBuy Long04/16/1805/10/18-5.55 %
ITAKessel Growth and ValueEquityBuy Long02/19/1805/10/18-3.16 %
PSJKessel Growth and ValueEquityBuy Long04/16/1804/25/18-1.71 %
JDKessel Growth and ValueEquityBuy Long04/16/1804/16/185.94 %
TSLAKessel Growth and ValueEquityBuy Long11/03/1704/13/18-1.47 %
MUKessel Growth and ValueEquityBuy Long03/12/1804/02/18-17.53 %
NFLXKessel Growth and ValueEquitySell Short03/12/1803/26/183.20 %
MUKessel Growth and ValueEquityBuy Long02/12/1803/12/1843.58 %
BABAKessel Growth and ValueEquityBuy Long02/12/1802/19/183.86 %
BZUNKessel Growth and ValueEquityBuy Long01/04/1802/19/18-1.35 %
ANETKessel Growth and ValueEquityBuy Long11/12/1702/14/1835.00 %
KNKessel Growth and ValueEquityBuy Long11/24/1702/12/18-17.83 %
TTDKessel Growth and ValueEquityBuy Long09/06/1702/12/18-20.83 %
GEKessel Growth and ValueEquityBuy Long01/12/1802/06/18-21.59 %
ANETKessel Growth and ValueEquityBuy Long12/05/1701/11/1823.40 %
GOOGLKessel Growth and ValueEquityBuy Long08/22/1701/04/1817.26 %
SQKessel Growth and ValueEquityBuy Long11/15/1712/28/17-12.76 %
MELIKessel Growth and ValueEquityBuy Long12/16/1712/28/17-1.69 %
MELIKessel Growth and ValueEquityBuy Long08/22/1712/13/1723.30 %
BABAKessel Growth and ValueEquityBuy Long11/22/1712/04/17-10.68 %
NKEKessel Growth and ValueEquityBuy Long09/06/1711/29/1713.34 %
BABAKessel Growth and ValueEquityBuy Long08/21/1711/21/1710.58 %
DISKessel Growth and ValueEquityBuy Long08/21/1711/15/172.00 %
AAPLKessel Growth and ValueEquityBuy Long08/21/1711/15/176.48 %
ANETKessel Growth and ValueEquityBuy Long09/18/1711/10/1719.02 %
TSLAKessel Growth and ValueEquityBuy Long08/21/1711/02/17-12.19 %
NVDAKessel Growth and ValueEquityBuy Long08/21/1710/27/1723.84 %
PYPLKessel Growth and ValueEquityBuy Long09/06/1710/20/1713.78 %
ABBVKessel Growth and ValueEquityBuy Long09/06/1710/18/1723.66 %
SBUXKessel Growth and ValueEquityBuy Long09/06/1710/06/17-0.05 %
IRBTKessel Growth and ValueEquityBuy Long09/18/1710/04/17-4.00 %
JBLUKessel Growth and ValueEquityBuy Long09/12/1709/18/17-2.69 %
TJXKessel Growth and ValueEquityBuy Long09/07/1709/18/17-0.27 %
GEKessel Growth and ValueEquityBuy Long08/22/1709/12/17-3.77 %
SBUXKessel Growth and ValueEquityBuy Long09/06/1709/07/17-0.41 %
TJXKessel Growth and ValueEquityBuy Long08/21/1709/06/171.62 %
SBUXKessel Growth and ValueEquityBuy Long08/21/1709/06/172.48 %
NKEKessel Growth and ValueEquityBuy Long08/22/1709/06/17-2.52 %
GEKessel Growth and ValueEquityBuy Long08/21/1708/22/17-0.04 %
SBUXKessel Growth and ValueEquityBuy Long08/21/1708/22/171.13 %
RDFNKessel Growth and ValueEquityBuy Long08/21/1708/22/17-1.45 %
NKEKessel Growth and ValueEquityBuy Long08/21/1708/22/170.76 %


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