Portfolio analysis and performance timeline.
Systematic contrarian strategy buying the bottom 2 worst-performing sector ETFs of the prior week to capture oversold mean-reversion bounces.
| Ticker | Qty | Avg Cost | Price | Invested ↕ | % ↕ | P/L (USD) ↕ | P/L (%) ↕ |
|---|---|---|---|---|---|---|---|
XLU | 116 | $40.66 | $39.33 | $4,716.60 | 50.13% | $-154.32 | -3.27% |
XME | 43 | $109.11 | $108.29 | $4,691.92 | 49.87% | $-35.67 | -0.76% |
| Date | Ticker | Signal | Alpaca | Qty | Price | Total | PnL |
|---|---|---|---|---|---|---|---|
| 9/21/2026 | XME | BUY | — | 43 | $109.11 | $4,691.92 | — |
| 9/21/2026 | XLU | BUY | — | 116 | $40.66 | $4,716.60 | — |
| 9/20/2026 | XME | SELL | — | 43 | $108.63 | $4,670.90 | $68.78-1.45% |
| 9/20/2026 | XBI | SELL | — | 30 | $156.64 | $4,699.25 | $31.11-0.66% |
| 9/13/2026 | XBI | SELL | — | 30 | $156.12 | $4,683.66 | $233.10-4.74% |
| 9/13/2026 | XME | SELL | — | 42 | $113.57 | $4,770.07 | $214.46-4.30% |
| 9/13/2026 | XME | BUY | — | 43 | $110.23 | $4,739.68 | +$0.00+0.00% |
| 9/13/2026 | XBI | BUY | — | 30 | $157.68 | $4,730.36 | +$0.00+0.00% |
| 9/6/2026 | XME | BUY | — | 42 | $118.68 | $4,984.53 | +$0.00+0.00% |
| 9/6/2026 | XBI | BUY | — | 30 | $163.89 | $4,916.76 | +$0.00+0.00% |