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$CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. • $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. • $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. • The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. • $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June. • $CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. • $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. • $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. • The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. • $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June. •
Historical feature

Member Portfolios

A pick is a moment. A portfolio is a record. The original StockJungle let members carry a portfolio of their ideas through time so the community could see how a contributor's thinking actually compounded into a result.

Updated April 21, 2026 · StockJungle archive

Overview

Each member could maintain a public portfolio that started with a fixed cash balance and recorded every action they took. New positions, trims, full exits, and cash holdings were all stamped and visible. The portfolio was the long form version of a pick. It made discipline visible.

What a member portfolio was

A simulated brokerage account, public by default. The system did not hand out leverage. It did not allow shorting. It cared more about the long arc of decisions than the headline number for any week. The point of the portfolio was to teach the contributor how to live with their own decisions over time.

How portfolios were tracked

Trades were recorded at the price at the time of the action. Position level prices were refreshed daily. Performance was calculated against a benchmark, usually the S&P 500. Nothing was back filled. A member who had a poor month had a poor month on the page.

How results were compared

A leaderboard collected the portfolios most worth reading. The metric was net of benchmark over a stated window. The site favored consistency. A member who beat the benchmark by a small amount over a long stretch outranked a member who beat it by a large amount in a single quarter.

Role in the ranking ecosystem

Member portfolios fed the rankings. The rankings fed Hot Hands. Hot Hands fed the Community Intelligence Fund's candidate pool. The whole ecosystem was a closed loop where careful work in public was rewarded with attention. The system did not promise anyone real money. It promised the chance to be visible if the work was worth visibility.

Benefits to users

Most retail investors never get an honest record of their own behavior. A tracked portfolio gave members one. They could see whether they actually held the names they said they liked. They could see whether their style had an edge. That kind of feedback is rare and valuable.

Limitations

A simulated portfolio is not a brokerage account. It does not include taxes, slippage on size, or the emotional weight of real money. A great record on the site does not guarantee a great record off it. The site said that out loud and so do we. Read tracked portfolios as a signal of process, not a forecast of fortune.

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