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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Sofia Martins
Verified performance@sofiamartins
Small-cap value investor publishing thesis breakdowns, position sizing notes and quarterly reviews.
Small-cap value & special situationsEquitiesIWMAVUVBRK.B
$28
per month, billed monthly
1,840 subscribers
Total return
+86.50%
Since Feb 2020
Daily change
+0.62%
Monthly change
+4.20%
YTD return
+21.30%
Performance vs benchmarks
Brokerage-verified, normalized to 0% at the start of the selected range.
Annualized return
+13.60%
Max drawdown
-26.40%
Sharpe ratio
0.92
Sortino ratio
1.21
Volatility
17.4%
Win rate
56%
Verified trades
96
Track record
5 yrs
Brokerage active
Feb 2020
Recent content
Subscriber-onlyEducational · 11 min
Capital allocation 101: buybacks vs. dividends
When buybacks actually create value, when they destroy it, and how to evaluate management's track record.
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Strategy · 14 min
Q3 portfolio review and lessons learned
What worked, what didn't, and the framework I use to evaluate position sizing mistakes after the fact.
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Video · 18 min
How I think about position sizing in volatile markets
Walking through a simple risk-budgeting framework that keeps single-name exposure within tolerance.
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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.