An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
read at $16.16
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 holds its Markdown at $16.16.
The investor read · the season, not the day
| Phase | Markdown · caution |
| Quantitative state | Consolidating, no directional conviction, held for 414 days |
| Price | $16.16 |
| Valuation | N/A trailing · N/A forward price to earnings |
| Values screen | Not scored · score 70.0 |
| Beta | N/A |
The trader read · the latest dated commentary
The dated journal · newest first, never edited
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $17.11 | -5.9% | · | $941 | -5.9% |
| 2 months | $17.13 | -6.0% | $0.29 | $957 | -4.3% |
| 3 months | $17.11 | -5.9% | $0.29 | $958 | -4.2% |
| 6 months | $17.13 | -6.0% | $0.58 | $974 | -2.6% |
| 1 year | $15.86 | +1.5% | $1.16 | $1,088 | +8.8% |
| 2 years | $15.70 | +2.5% | $2.31 | $1,172 | +17.2% |
| 3 years | $15.74 | +2.3% | $3.47 | $1,243 | +24.3% |
| 5 years | $18.74 | -14.1% | $5.79 | $1,168 | +16.8% |
Historical returns from market close data. Past performance does not guarantee future results.
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