Tony Wied
Buy what Tony Wied 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
- +11.80%
- SPY over the same window
- +4.33%
- RSP over the same window
- +2.91%
- Excess vs SPY
- +7.4694 pp
- Excess vs RSP
- +8.8865 pp
- Entries
- 6
- Hypothetical history
- 31 days
This rule +11.80% · SPY +4.33% · RSP +2.91% over the same window.
Trade log
Every disclosure this rule saw — 17 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 |
|---|---|---|---|---|---|---|
| FIHBX | 2026-05-05 | 2026-04-30 | — | — | — | 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. |
| ADBE | 2026-07-24 | 2026-06-09 | 2026-07-27 @ 237.75 | 2026-08-19 @ 272.47 | +14.60% | Closed by a disclosed sale |
| AMD | 2026-07-24 | 2026-06-09 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| HUBS | 2026-07-24 | 2026-06-09 | 2026-07-27 @ 223.01 | 2026-08-27 @ 255.83 | +14.72% | Open at the as-of |
| NOW | 2026-07-24 | 2026-06-09 | 2026-07-27 @ 105.56 | 2026-08-27 @ 138.43 | +31.14% | Open at the as-of |
| TTD | 2026-07-24 | 2026-06-09 | 2026-07-27 @ 17.88 | 2026-08-27 @ 13.42 | −24.94% | Open at the as-of |
| UPST | 2026-07-24 | 2026-06-09 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CRM | 2026-07-24 | 2026-06-09 | 2026-07-27 @ 173.6 | 2026-08-19 @ 206.09 | +18.72% | Closed by a disclosed sale |
| UPST | 2026-08-18 | 2026-07-14 | 2026-08-19 @ 30.6 | 2026-08-27 @ 30.46 | −0.46% | Open at the as-of |
| CRM | 2026-08-18 | 2026-07-14 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ADBE | 2026-08-18 | 2026-07-14 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| HUBS | 2026-09-02 | 2026-08-14 | — | — | — | The symbol's price history ends before the disclosure became public. |
| SCHO | 2026-09-02 | 2026-08-14 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| NOW | 2026-09-02 | 2026-08-14 | — | — | — | The symbol's price history ends before the disclosure became public. |
| TTD | 2026-09-02 | 2026-08-14 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| UPST | 2026-09-02 | 2026-08-14 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CRM | 2026-09-02 | 2026-08-14 | — | — | — | The symbol's price history ends before the disclosure became public. |