Not Financial Advice
Bargains & Baggage
Tells you which red positions are pullbacks in a still-rising stock (Bargain candidates worth a closer look) and which are positions that have been losing ground for months (Baggage — not just a dip). Adjust the timeframe to change the short-term drawdown window; the Verdict always uses the full year. How Bargains & Baggage picks its verdicts →
AI-generated analysis — AI can make mistakes. Verify important information independently. Not investment advice. AI risk disclosure
Position Heatmap
Tile size = position value. Tile colour = % change over the selected window (not drawdown).
Holdings
Sorted by Dip Score by default. Click any column header to re-sort.
| Ticker | Issuer | Portfolio | Note | Position $ | Last Close | % Chg (window) | $ Chg (window) | Drawdown from High | From 52w High | 1Y Return | Dip Score | Dist Safety | Verdict | Trend | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading holdings… | ||||||||||||||||
Prices are end-of-day, split- and dividend-adjusted. Not investment advice — this is a research tool. “Dip Score” is a weighted blend of drawdown from the window high (60%) and distance from the 52-week high (40%). “Verdict” flags Bargain candidates (up ≥ +5% over 1y AND ≥ 5% off the 52w high) and Baggage (down ≥ 10% over 1y) so a current drawdown can be read in the context of the longer-term trend rather than on its own.