Richard Dean Dr McCormick
Buy what Richard Dean Dr McCormick 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
- +19.59%
- SPY over the same window
- +14.07%
- RSP over the same window
- +11.87%
- Excess vs SPY
- +5.5249 pp
- Excess vs RSP
- +7.7252 pp
- Entries
- 4
- Hypothetical history
- 141 days
This rule +19.59% · SPY +14.07% · RSP +11.87% over the same window.
Trade log
Every disclosure this rule saw — 12 records, including the 4 it could not act on and why. Each row links to the filing it came from.
| Ticker | Disclosed | Transacted | Entry | Exit | Return | Outcome |
|---|---|---|---|---|---|---|
| — | 2026-04-07 | 2025-12-12 | — | — | — | The filing names no ticker, so there is nothing to price. |
| ADP | 2026-04-07 | 2026-03-19 | — | — | — | A disclosed sale closed this position at the same price the purchase would have opened at, so no follower could have held it. |
| ADP | 2026-04-07 | 2026-03-19 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| BLK | 2026-04-07 | 2026-03-19 | 2026-04-08 @ 1001.54 | 2026-08-27 @ 1167.57 | +16.58% | Open at the as-of |
| HD | 2026-04-07 | 2026-03-19 | 2026-04-08 @ 336.16 | 2026-08-27 @ 328.61 | −2.25% | Open at the as-of |
| JNJ | 2026-04-07 | 2026-03-19 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LHX | 2026-04-07 | 2026-03-19 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2026-04-07 | 2026-03-19 | 2026-04-08 @ 374.33 | 2026-08-27 @ 505.06 | +34.92% | Open at the as-of |
| NEE | 2026-04-07 | 2026-03-19 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| — | 2026-04-07 | 2026-03-19 | — | — | — | The filing names no ticker, so there is nothing to price. |
| UNH | 2026-04-07 | 2026-03-19 | 2026-04-08 @ 305.98 | 2026-08-27 @ 395.05 | +29.11% | Open at the as-of |
| MGK | 2026-04-07 | 2026-03-19 | — | — | — | Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else. |