📅 Event Portfolio

An experimental portfolio that only trades events: stocks reacting to an earnings report and newly priced IPOs, long and short, several times a day. It acts after the event is public and never holds through an earnings report. Every position and trade below is the simulation's own, nothing curated.

Experiment: our own test on past earnings data found no rule that held in both time periods, and IPO history is not available to test. Results for each rule are shown separately below.

This is a simulated paper-trading portfolio — no real money is invested. Educational purposes only, not financial advice. Past performance of this strategy does not indicate future results.

Portfolio Status

Active

Total Value

$100,000.00

+0.00% all-time

Cash

$100,000.00

100.0% of portfolio

Invested

$0.00

0 positions

P&L

$0.00

+0.00%

Never run

Open Positions

No open positions right now

Trade History

last 0

No trades yet

Performance

Total Trades

0

0 opened · 0 closed

Win Rate

—

0 wins · 0 losses

Realized P&L

$0.00

Starting Cash

$100,000.00

By rule

RuleOpenedClosedWin RateRealized P&L
Earnings beat, long long00——
Earnings miss, short short00——
IPO momentum, long long00——
IPO fade, short short00——

Frequently Asked Questions

What does the Event Portfolio trade?

Only two kinds of event: stocks reacting to an earnings report, and newly priced IPOs. It goes long or short after the event is public, never holding a position through an earnings report, and every trade is listed on the page.

How are the trades chosen?

Four fixed rules. An EPS beat of 5% or more with the stock up 3% or more goes long; a miss of 5% or more with the stock down 3% or more goes short. A recently priced IPO trading above its offer price is ridden with a trailing stop and sold as it peaks and starts to fall; an IPO that has doubled-down from a big pop is shorted. Position sizes are small and every position has a stop, a trailing stop and a time limit.

Is this a proven strategy?

No. It is an experiment. Our own test on past earnings data found no rule that worked in both the 2013-2019 and 2020-onward periods, and there is no stored history for IPOs at all. The portfolio exists to find out, and each rule's results are shown separately so weak ones can be switched off.

Can I buy IPOs the way this portfolio does?

Only in the aftermarket. Regular investors usually cannot get an IPO allocation, so this portfolio only buys once a stock is trading. Shorting a new IPO is shown for research only, because real borrow is often unavailable or very expensive.

Is this real money, and is it advice?

No to both. It is a simulated paper-trading portfolio, and nothing here is investment advice or a recommendation to buy or sell anything. Past performance does not indicate future results, and you can lose money trading.