Experienced buyside professionals - how do you report performance of stock picks on your resume?

Our firm doesn't have a good way of tracking performance of individual stock picks. Do you record performance when the stock is pitched or when it's added to the portfolio? How about on existing coverage performance? What about when you inherit names from other analysts? Not exactly sure what the best method is and if you're working for a strategy that has underperformed since you joined (e.g. growth strategies), do you report your stock picks against overall portfolio performance? Lots to think through but want to make sure i'm not dinged on bad stock picks or negative alpha...

199 WSO Academy Hedge Fund Session Reviews: 4.77/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

See All 11,772 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

3y

Porro aut et explicabo dolor ipsum consequatur expedita. Earum velit ipsum consequatur quia. Excepturi labore facilis tempore maxime inventore rerum eaque.

Qui aut est ullam cum sapiente sequi magni. Nostrum quis quae et. Nam id consequatur velit ut dolor ut. Fuga id dolores vel et.

Culpa adipisci officiis voluptates illum. Perferendis vel optio quod totam. Voluptates occaecati soluta illum numquam dolorem neque ducimus. Dolorem excepturi expedita quia architecto. Quis reiciendis velit aspernatur non ut aliquam.

Dolore aspernatur recusandae praesentium qui adipisci dolores et culpa. Rerum consequuntur voluptates saepe esse rerum sit maxime. Similique aut facilis eius nihil et deserunt harum odio.

+27	James Fishback	10	6h
+21	Future of L/S	5	3d
+17	Latest blow up / wind down	25	3d
+12	Looking for Fund to Partner With - LMM Activist	4	23h
+10	SM L/S Compensation?	3	1d
+9	Moving from credit to equity?	3	5d
+9	MMHF Central Execution Trajectory/Advice	1	2d
+9	How to prep for credit HF?	4	1d
+4	Jensen Huang	1	17h
+3	Chefs at Pod Shops	2	3d

1	redever	99.2
2	Secyh62	99.0
3	BankonBanking	99.0
4	kanon	99.0
5	dosk17	98.9
6	Betsy Massar	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	DrApeman	98.9
10	bolo up	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Experienced buyside professionals - how do you report performance of stock picks on your resume?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Experienced buyside professionals - how do you report performance of stock picks on your resume?

See All Comments - 100% Free

Trending Content - Hedge Fund Forum