Welcome to today’s Boardroom Buys!
This week, our portfolio continues to deliver strong returns, significantly outpacing the market and proving the value of insider-driven insights.
In this issue, we’ll share the latest portfolio performance highlights and reveal the top insider trades of the week—moves by executives that could signal big opportunities. Let’s dive in!
📈 Portfolio Update
Over the past week, the Boardroom Buys portfolio continued to deliver exceptional returns, solidifying its position as a standout performer compared to the broader market. The maximum return surged from 23.66% to an impressive 26.30%, showcasing the power of our stock-picking strategy to identify high-performing insider trades. Even as the broader market experienced gains, Boardroom Buys maintained a substantial lead, consistently outperforming the S&P 500 across all timeframes.
While shorter-term metrics like the 1-week and 1-month returns saw modest pullbacks to 1.82% and 3.14%, respectively, these fluctuations reflect normal market dynamics. Importantly, the portfolio remains far ahead of the benchmark, with a 3-month return of 13.09%, more than five percentage points above the S&P 500. This consistent alpha demonstrates the effectiveness of Boardroom Buys in delivering results that far exceed traditional market averages.
As the market environment evolves, Boardroom Buys continues to adapt and position its subscribers for success. Whether you're looking for steady outperformance or the opportunity to capitalize on insider insights, our strategy has proven its ability to generate meaningful, long-term value. The numbers speak for themselves—this is a portfolio designed to help investors achieve superior results.
👀 Top Insider Trades This Week
🥇President & CEO at Enphase Energy, Inc. ($ENPH)
The President & CEO purchased 5,000 shares at $60.38/share ($302K total) which increased their vested holdings by 0.3%. The current price is $59.90 (-0.8%). Their median purchase size is $101K and this is their 2nd largest purchase out of 9 all time. (Link)
Historic Returns
1m returns: 16% weighted | 20% median | 75% win rate (6/8)
3m returns: 56% weighted | 36% median | 100% win rate (8/8)
6m returns: 85% weighted | 99% median | 100% win rate (8/8)
1y returns: 395% weighted | 366% median | 100% win rate (6/6)
🥈 10% Owner at GREEN DOT CORP ($GDOT)
The 10% Owner purchased 178,302 shares at $10.89/share ($1.94M total) which increased their vested holdings by 2.9%. The current price is $11.13 (+2.0%). Their median purchase size is $331K and this is their 4th largest purchase out of 23 all time. (Link)
Historic Returns
1m returns: 8% weighted | 6% median | 65% win rate (13/20)
3m returns: 58% weighted | 48% median | 82% win rate (14/17)
6m returns: 71% weighted | 53% median | 87% win rate (13/15)
1y returns: 56% weighted | 106% median | 83% win rate (5/6)
Note: 1 other insiders also purchased the stock
🥉 PRESIDENT & CEO at Celldex Therapeutics, Inc. ($CLDX)
The PRESIDENT & CEO purchased 11,500 shares at $26.82/share ($308K total) which increased their vested holdings by 40.0%. The current price is $23.55 (-12.0%). Their median purchase size is $97,497.40 and this is their 1st largest purchase out of 3 all time. (Link)
Historic Returns
1m returns: 41% weighted | 68% median | 50% win rate (1/2)
3m returns: 33% weighted | 60% median | 50% win rate (1/2)
6m returns: 52% weighted | 115% median | 50% win rate (1/2)
1y returns: 122% weighted | 232% median | 50% win rate (1/2)