[danielaxelsen]

This is a super helpful set of points. I've always had similar questions to your AAPL/NFLX/UA examples. I think the insight here, is that brokerage accounts and most sites treat your "list" as binary - you either "own"/"track" something or you don't.

In reality, you're tracking a lot of opportunities, and every decision you've made represents several different scenarios. It should be as easy to look back on a scenario (AAPL versus NFLX+UA performance over the last 3 years) as it is to see the performance of any of those specific securities.

You should also be able to easily see that your "biotech" list outperformed your actual portfolio, or that your "tech" list is outperforming your "European companies" list (or whatever else).

We probably won't go too deep into backtesting various strategies, as there is powerful software for that today, but we definitely can support the analyses in this thread.