Why I sold TLND and TTD today

Short answer, they’re just not producing as well as many others.
This table also shows just how incredible some stocks have done the last 30/90 days.
Take the average rank with a grain of salt, but the overall trends hold.


Ticker	avg 	1 mo	3 mo	6 mo	1 yr	2 yr
	Rank	CAGR	CAGR	CAGR	CAGR	CAGR	
NKTR	1	3053%	1246%	2054%	579%	183%
NTNX	2	48210%	479%	527%	166%	xx
SQ	3	4425%	384%	261%	226%	117%
MDB	4	13494%	346%	xx	xx	xx
MULE	5	4776%	372%	166%	xx	xx
MU	6	6840%	309%	193%	134%	132%
AYX	7	6740%	211%	277%	xx	xx
OKTA	8	2247%	451%	91%	xx	xx
ANET	9	79%	205%	181%	135%	130%
PAYC	10	2735%	289%	119%	98%	84%
AMZN	11	435%	243%	157%	87%	67%
BOFI	11	649%	449%	145%	44%	44%
HUBS	11	1050%	239%	158%	86%	62%
SPLK	14	1086%	226%	158%	78%	52%
SHOP	15	409%	311%	47%	129%	135%
NVDA	16	188%	222%	89%	144%	178%
PSTG	17	106%	158%	105%	108%	27%
VRNS	18	152%	125%	117%	108%	79%
INST	18	852%	226%	99%	98%	58%
VEEV	20	4326%	284%	91%	68%	71%
TWLO	21	26349%	608%	73%	31%	xx
MELI	22	424%	157%	103%	91%	88%
LGIH	23	129%	-23%	117%	112%	72%
SKX	24	2%	40%	128%	53%	13%
HDP	25	398%	15%	51%	117%	xx
WIX	25	2792%	316%	42%	20%	103%
**TLND	27	1649%	80%	43%	67%	xx**
EBIX	28	26%	31%	99%	34%	339%
ATVI	29	174%	71%	30%	51%	51%
UBNT	29	-4%	29%	60%	37%	48%
**TTD	31	3256%	107%	-4%	42%	xx**
SIRI	32	247%	73%	38%	20%	29%
LYV	32	47%	20%	13%	57%	42%
BEAT	34	64%	87%	7%	26%	66%
AAPL	35	207%	15%	24%	28%	32%
SWKS	35	142%	102%	4%	13%	24%
TSLA	37	51%	-13%	-26%	27%	23%

-FrickNFool

6 Likes

Just for clarification, you are basing your rankings on past stock price performance? And the rankings are based on averages of the columns representing various time periods from one month to two years?

1 Like

Correct. A number 1…N for each time period, and average of the numbers for the rank listed.
-Frick