PFE
Pfizer Inc.
stock NYSE

It can be simplified. Let’s say multiple intrinsic value formulas formula determine that stock is undervalued. Then company is a good candidate for analysis. Take a look at PFE for example, appears undervalued so next step is to take a look at cash flow and balance sheets.
https://reddit.com/link/p5a630n/video/2th9jdemgzkh1/player

It can be simplified. Let’s say multiple intrinsic value formulas formula determine that stock is undervalued. Then company is a good candidate for analysis. Take a look at PFE for example, appears undervalued so next step is to take a look at cash flow and balance sheets.
https://reddit.com/link/p5a630n/video/2th9jdemgzkh1/player

Recently, I've been using a quantitative platform that allows you to avoid all the building quant infrastructure, and it generates reports of the strategies and the best trials you get based on probabilistic chart ratio, deflated chart ratio, et cetera. Can you please review my strategy and tell me how would you qualify it, and what would you change?
Also, what more information does an investor need to really believe in investing in this strategy?
_Investment report_
# positive_skew_select — Trial 118
**US Equity** · **Simulated**
- **Organization:** Fintela
- **Report date:** Aug 21, 2026
- **Data through:** Aug 13, 2026
- **Period:** Aug 2021 – Aug 2026
- **Reference:** Trial 118 · positive_skew_select · spy500 (2)
## About this report
> **Simulated** — Performance is simulated. The out-of-sample period (marked on the chart) shows results on market data the strategy was never trained on — the closest proxy to live performance. Past performance is not indicative of future results.
## Summary
_Grade B · 70/100_
Grade B · exceptional risk-adjusted returns · well-contained drawdowns.
| Metric | Value |
| --- | ---: |
| Annualized | +22.8% |
| Sharpe | 3.57 |
| Max drawdown | 7.9% |
| Volatility | 19.8% |
| Overfitting (PBO) | 52.0% |
Performance. Over Aug 2021 – Aug 2026, the portfolio returned +179.3% in total, compounding at +22.8% per year. That outpaces its benchmark (S&P 500 (SPY) +13.2% per year, +85.8% total). Its best month gained +14.8% (Nov 2023) and its worst lost -9.2% (Jan 2022). On out-of-sample data the strategy never trained on, it returned +40.5% at a Sharpe of 3.57 — the closest proxy to live performance.
Risk. On a risk-adjusted basis the portfolio delivers exceptional risk-adjusted returns (Sharpe 3.57). Its deepest peak-to-trough decline was 7.9% — well-contained drawdowns. Annualized volatility of 19.8% reflects moderate volatility. A beta of 0.91 to S&P 500 (SPY) makes it roughly as sensitive as the broad market. Robustness screening finds an elevated overfitting risk (backtest-overfitting probability 52.0%).
Outlook. The book currently holds 5 positions, led by GRMN (20.0%), PLTR (20.0%), PYPL (20.0%). Its top three holdings make up 60.0% of gross exposure, leaving it highly concentrated. Weighing return, risk, drawdown and robustness together, this portfolio earns an overall grade of B (70/100), a profile that holds up well across dimensions. These figures are simulated; past performance is not indicative of future results.
## Performance
_Portfolio vs benchmark, both starting at $100,000_
$279,322 — what $100,000 invested at the start would be worth today. The same amount in S&P 500 (SPY): $185,839 (+86%).
## Out-of-sample track record
_Since Feb 2026_
| Metric | Value |
| --- | ---: |
| Return | +40.5% |
| Sharpe | 3.57 |
| Max drawdown | 7.9% |
_Performance on data the strategy was never trained on — the closest available proxy to live results._
## Headline figures
| Metric | Value | Context |
| --- | ---: | --- |
| Total return | 179.3% | S&P 500 (SPY) +85.8% |
| Annualized (CAGR) | 22.8% | S&P 500 (SPY) +13.2% |
| Max drawdown | 7.9% | worst peak-to-trough decline |
| Sharpe ratio | 3.57 | return per unit of risk |
## Versus the market
_Measured against S&P 500 (SPY)_
| Metric | Value |
| --- | ---: |
| Alpha | 0.093 |
| Beta | 0.914 |
| Up capture | 93.6% |
| Down capture | 83.4% |
| Correlation | 0.745 |
## Composition
_As of Aug 13, 2026_
| Symbol | Side | Weight | Change |
| --- | --- | ---: | ---: |
| GRMN | LONG | 20.0% | +0.00 pp |
| PLTR | LONG | 20.0% | +0.00 pp |
| PYPL | LONG | 20.0% | +0.00 pp |
| TECH | LONG | 20.0% | +0.00 pp |
| ZBRA | LONG | 20.0% | +0.00 pp |
_Sector allocation_
| Bucket | Gross | Net |
| --- | ---: | ---: |
| Technology | 60.0% | +60.0% |
| Financial Services | 20.0% | +20.0% |
| Healthcare | 20.0% | +20.0% |
_Asset type_
| Bucket | Gross | Net |
| --- | ---: | ---: |
| Common Stock | 100.0% | +100.0% |
## Traded assets — full history
_230 assets · 583 trades_
| Symbol | trades | Contribution |
| --- | ---: | ---: |
| SMCI | 4 | +8.3% |
| DDOG | 7 | +6.9% |
| META | 7 | +6.7% |
| CHRW | 3 | +5.7% |
| ULTA | 8 | +5.6% |
| DVA | 4 | +4.7% |
| MSFT | 2 | +4.7% |
| ROST | 8 | +4.7% |
| QCOM | 2 | +4.4% |
| IT | 6 | +4.2% |
| SATS | 6 | +4.0% |
| ANET | 1 | +3.6% |
| CIEN | 9 | +3.1% |
| SNPS | 3 | +3.0% |
| PLTR | 3 | +3.0% |
| DELL | 5 | +2.8% |
| DLTR | 5 | +2.7% |
| ERIE | 2 | +2.7% |
| AOS | 3 | +2.7% |
| LYV | 5 | +2.6% |
| VRT | 2 | +2.6% |
| VEEV | 7 | +2.5% |
| PYPL | 2 | +2.4% |
| NVDA | 2 | +2.4% |
| AXON | 8 | +2.4% |
| CVNA | 2 | +2.4% |
| OXY | 4 | +2.2% |
| VRTX | 4 | +2.2% |
| PFE | 1 | +2.2% |
| TXN | 2 | +2.1% |
| KEYS | 1 | +2.1% |
| DOC | 1 | +2.0% |
| WDAY | 6 | +2.0% |
| FTNT | 1 | +2.0% |
| MKC | 1 | +2.0% |
| TPL | 1 | +1.9% |
| INTC | 1 | +1.9% |
| BIIB | 1 | +1.8% |
| URI | 1 | +1.8% |
| WSM | 5 | +1.8% |
| DE | 1 | +1.7% |
| CRWD | 1 | +1.7% |
| SNA | 1 | +1.7% |
| HPQ | 2 | +1.6% |
| LULU | 7 | +1.6% |
| PWR | 2 | +1.6% |
| GILD | 1 | +1.6% |
| GM | 4 | +1.6% |
| LMT | 3 | +1.6% |
| FIX | 2 | +1.5% |
| TGT | 6 | +1.5% |
| GDDY | 3 | +1.5% |
| LUV | 1 | +1.5% |
| MNST | 2 | +1.5% |
| GRMN | 8 | +1.4% |
| FAST | 1 | +1.4% |
| SJM | 2 | +1.4% |
| STT | 2 | +1.3% |
| SBUX | 2 | +1.3% |
| VZ | 3 | +1.3% |
| TTWO | 4 | +1.3% |
| PANW | 3 | +1.3% |
| TPR | 5 | +1.2% |
| JBL | 2 | +1.2% |
| MCHP | 1 | +1.2% |
| CTVA | 3 | +1.1% |
| HUM | 2 | +1.1% |
| CI | 1 | +1.1% |
| DXCM | 7 | +1.1% |
| REGN | 1 | +1.1% |
| MMM | 1 | +1.1% |
| PKG | 3 | +1.0% |
| EQIX | 1 | +1.0% |
| APD | 2 | +1.0% |
| NOW | 2 | +1.0% |
| IQV | 3 | +1.0% |
| DGX | 2 | +0.9% |
| EA | 2 | +0.9% |
| TJX | 1 | +0.8% |
| HCA | 1 | +0.8% |
| WBD | 3 | +0.8% |
| EBAY | 2 | +0.8% |
| ABNB | 1 | +0.8% |
| BK | 2 | +0.8% |
| RMD | 3 | +0.7% |
| RL | 1 | +0.7% |
| VST | 4 | +0.7% |
| HSIC | 1 | +0.7% |
| CSGP | 1 | +0.7% |
| LVS | 2 | +0.7% |
| NKE | 2 | +0.7% |
| SBAC | 3 | +0.6% |
| HWM | 1 | +0.6% |
| ROL | 6 | +0.6% |
| NRG | 1 | +0.6% |
| GWW | 3 | +0.6% |
| WAT | 3 | +0.6% |
| KMB | 1 | +0.5% |
| TXT | 3 | +0.5% |
| BAC | 1 | +0.5% |
| SHW | 1 | +0.5% |
| WFC | 1 | +0.5% |
| SYF | 2 | +0.5% |
| NOC | 4 | +0.5% |
| JNJ | 1 | +0.5% |
| CMG | 5 | +0.5% |
| MRK | 3 | +0.5% |
| GEN | 3 | +0.4% |
| KR | 3 | +0.4% |
| T | 2 | +0.4% |
| CPRT | 1 | +0.4% |
| ZBRA | 1 | +0.4% |
| VTRS | 1 | +0.4% |
| LEN | 1 | +0.4% |
| TEL | 1 | +0.4% |
| XEL | 1 | +0.3% |
| TSLA | 1 | +0.3% |
| AMCR | 1 | +0.3% |
| TMUS | 2 | +0.3% |
| UHS | 1 | +0.3% |
| ALLE | 1 | +0.3% |
| VMC | 1 | +0.3% |
| BLDR | 1 | +0.3% |
| STE | 3 | +0.3% |
| GD | 2 | +0.3% |
| CTAS | 1 | +0.2% |
| INTU | 3 | +0.2% |
| CINF | 1 | +0.2% |
| PGR | 2 | +0.2% |
| CLX | 1 | +0.2% |
| ECL | 1 | +0.2% |
| AON | 1 | +0.1% |
| A | 1 | +0.1% |
| CVS | 3 | +0.1% |
| EME | 1 | +0.1% |
| DRI | 2 | +0.1% |
| CMCSA | 1 | +0.1% |
| CRM | 3 | +0.1% |
| FOX | 1 | +0.1% |
| INCY | 1 | +0.1% |
| BG | 2 | +0.1% |
| TECH | 2 | -0.0% |
| EMR | 2 | -0.0% |
| WAB | 2 | -0.0% |
| GPN | 2 | -0.0% |
| PM | 3 | -0.0% |
| AVY | 1 | -0.1% |
| STZ | 1 | -0.1% |
| TRV | 1 | -0.1% |
| GLW | 1 | -0.1% |
| CAH | 1 | -0.1% |
| FFIV | 2 | -0.1% |
| EXPD | 1 | -0.1% |
| NFLX | 3 | -0.1% |
| IP | 1 | -0.1% |
| JBHT | 4 | -0.1% |
| WTW | 4 | -0.1% |
| YUM | 1 | -0.1% |
| SCHW | 1 | -0.1% |
| RTX | 1 | -0.2% |
| TKO | 2 | -0.2% |
| CCL | 2 | -0.2% |
| HSY | 1 | -0.2% |
| ADBE | 2 | -0.2% |
| TRMB | 2 | -0.2% |
| PHM | 2 | -0.2% |
| WM | 2 | -0.3% |
| GOOGL | 1 | -0.3% |
| FOXA | 1 | -0.3% |
| HST | 1 | -0.3% |
| DLR | 1 | -0.3% |
| IVZ | 2 | -0.3% |
| PCAR | 2 | -0.4% |
| COHR | 1 | -0.4% |
| ISRG | 5 | -0.4% |
| XYL | 2 | -0.4% |
| EXR | 1 | -0.4% |
| SYY | 5 | -0.4% |
| DIS | 1 | -0.4% |
| CFG | 1 | -0.4% |
| DECK | 4 | -0.5% |
| EQT | 1 | -0.5% |
| BA | 1 | -0.6% |
| FSLR | 3 | -0.6% |
| HPE | 1 | -0.6% |
| AKAM | 2 | -0.7% |
| NXPI | 3 | -0.8% |
| FICO | 3 | -0.8% |
| BR | 1 | -0.8% |
| WST | 2 | -0.9% |
| DPZ | 6 | -0.9% |
| TAP | 1 | -0.9% |
| NTAP | 6 | -0.9% |
| BALL | 6 | -1.0% |
| AMGN | 1 | -1.0% |
| CAT | 1 | -1.1% |
| DG | 2 | -1.2% |
| MCK | 3 | -1.2% |
| COO | 2 | -1.3% |
| HAS | 7 | -1.3% |
| FDX | 2 | -1.3% |
| UPS | 1 | -1.4% |
| HBAN | 1 | -1.5% |
| UNP | 5 | -1.5% |
| KEY | 1 | -1.6% |
| CASY | 5 | -1.7% |
| TSN | 4 | -1.7% |
| PTC | 1 | -1.7% |
| MTD | 3 | -1.8% |
| LHX | 1 | -1.8% |
| V | 3 | -1.9% |
| BBY | 3 | -1.9% |
| GPC | 2 | -1.9% |
| UBER | 2 | -2.0% |
| LLY | 6 | -2.1% |
| HII | 1 | -2.2% |
| PODD | 6 | -2.3% |
| PSKY | 6 | -2.4% |
| AVGO | 1 | -2.6% |
| C | 3 | -2.6% |
| IBM | 4 | -2.7% |
| IDXX | 4 | -3.0% |
| ALGN | 1 | -3.3% |
| OMC | 2 | -3.6% |
| ROK | 5 | -4.4% |
| WDC | 3 | -4.7% |
| TTD | 3 | -5.5% |
| EXPE | 4 | -5.6% |
| MGM | 5 | -6.1% |
| ORCL | 8 | -7.5% |
_Return contribution is each asset’s summed realized P&L as a share of capital. Total realized from closed trades: +96.0%_
## Year by year
_Strategy vs S&P 500 (SPY)_
| Year | Strategy | S&P 500 (SPY) | Excess |
| --- | ---: | ---: | ---: |
| 2021 | +21.9% | +28.7% | -6.9% |
| 2022 | -17.7% | -18.2% | +0.5% |
| 2023 | +40.3% | +26.2% | +14.2% |
| 2024 | +21.0% | +24.9% | -3.9% |
| 2025 | +14.0% | +17.7% | -3.7% |
| 2026 | +43.9% | +12.9% | +31.0% |
## Robustness
Robustness screen: Overfit risk
---
_Hypothetical / simulated performance. These results are derived from a historical simulation and do not represent trading in a live account. Simulated results have inherent limitations: they benefit from hindsight and do not reflect real order execution, slippage, liquidity, or financing costs. Returns are shown gross of fees, which would reduce them. Past performance — actual or simulated — is not indicative of future results. For informational purposes only; not an offer or solicitation to buy any security._

5T for any big pharma company would mean a huge breakthrough.. LLY is the market leader and has a lot more of levers to pull than anyone else. PFE is undervalued and can definitely see them at 300b (2x from todays price) by 2030 if their pipeline develops as they hope.

Yes on LLY but also check out PFE. They have a nice oncology pipeline that's similar technology (ADCs use bodies immune system to attack cancer) to the Moderna news that was released earlier this week. I expect really good news for the next few years.

PFE

Sure, that particular short term snapshot is break even. I do not own any REITs, but I wish I bought O way back when.
But look at the long run, (brag time)
I own stocks that are paying me over 20% yield on cost, over 10% yield on cost, and they raise their dividends each year and the stock goes up. I have one stock paying over 50% yield on cost and another over 30% yield on cost, both are oil and gas and purchased in 1991.
Some of my dividend stocks are up over 500%, some over 300%, a few are over 1000%.
I bought PFE, LLY, JNJ, and MRK all around the same time, and chose to concentrate on PFE. PFE is my largest individual holding.
PFE was the king of the 1990s, and turned out to be the joker of the next millennium.
I don't remember how much I paid for LLY(maybe $50), but it was not high and who saw the explosion of GLP-1s coming.
LLY is now $1200 and pays me $6.96 dividend per share each year. You can do the math on the growth of $50 to $1200, plus I was paid dividends through those years.
All of those stocks are qualified dividends.