Ed Case
Buy what Ed Case discloses buying, one unit of capital per purchase, entered at the first close after the disclosure becomes public. A disclosed sale closes every open lot of that ticker.
Hypothetical performance summary
- Cumulative return
- +24.43%
- SPY over the same window
- +15.26%
- RSP over the same window
- +13.59%
- Excess vs SPY
- +9.1720 pp
- Excess vs RSP
- +10.8410 pp
- Entries
- 11
- Hypothetical history
- 164 days
This rule +24.43% · SPY +15.26% · RSP +13.59% over the same window.
Trade log
Every disclosure this rule saw — 11 records, including the 0 it could not act on and why. Each row links to the filing it came from.
| Ticker | Disclosed | Transacted | Entry | Exit | Return | Outcome |
|---|---|---|---|---|---|---|
| AAPL | 2026-03-14 | 2026-02-12 | 2026-03-16 @ 252.82 | 2026-08-27 @ 314.58 | +24.43% | Open at the as-of |
| AAPL | 2026-04-06 | 2024-05-16 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2024-08-15 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2024-11-14 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2025-02-13 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2025-05-15 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2025-08-14 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-04-06 | 2025-11-13 | 2026-04-07 @ 253.5 | 2026-08-27 @ 314.58 | +24.09% | Open at the as-of |
| AAPL | 2026-05-31 | 2026-05-14 | 2026-06-01 @ 306.31 | 2026-08-27 @ 314.58 | +2.70% | Open at the as-of |
| AAPL | 2026-08-18 | 2026-08-12 | 2026-08-19 @ 316.83 | 2026-08-27 @ 314.58 | −0.71% | Open at the as-of |
| AAPL | 2026-08-18 | 2026-08-13 | 2026-08-19 @ 316.83 | 2026-08-27 @ 314.58 | −0.71% | Open at the as-of |