Trade breakdown · 7 min
Why I added to my COST position this quarter
A look at unit economics, membership renewal dynamics, and why the recent pullback created a reasonable entry.
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Elena Park
Verified performance@elenapark
Former equity research analyst writing weekly deep-dives on quality compounders and capital allocation.
Long-term quality compoundersEquitiesAAPLMSFTBRK.BCOST
$24
per month, billed monthly
4,128 subscribers
Total return
+142.60%
Since Mar 2019
Daily change
+0.42%
Monthly change
+3.10%
YTD return
+18.40%
Performance vs benchmarks
Brokerage-verified, normalized to 0% at the start of the selected range.
Annualized return
+16.20%
Max drawdown
-22.30%
Sharpe ratio
1.18
Sortino ratio
1.62
Volatility
14.8%
Win rate
62%
Verified trades
312
Track record
6 yrs
Brokerage active
Mar 2019
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For educational purposes only. Not financial advice. MakeBanq is not a broker-dealer, investment adviser, or financial planner. Creator content reflects personal opinions and does not constitute a recommendation to buy, sell, or hold any security. Past performance does not guarantee future results.