Hi all 👋
It’s time to review my current portfolio and the moves I’ve made over the last 6 months to achieve a 42% YTD return.
Before we go any further, let me address that so far this year we have seen some pretty incredible gains. This is not normal. Nor should we expect this going forward YoY. I obviously have a bare minimum expectation to beat the market by at least 5% per annum, but 42% in 6 months whilst not using leverage, not shorting, and not using options is something I am very grateful for.
I’m not going to share my full portfolio to those who aren’t paid subscribers, but I will:
Give you an insight to what paid subscribers get on a daily basis.
Show you my top 5 positions and the $ amounts I currently have invested into each of those positions.
Go over some of the key moves I’ve made so far this year.
What do you get as a paid subscriber? 👇
Access to all deep dives (including valuation models).
Access to my spreadsheet (includes notes, portfolio, $ amounts, buys, sells, trims, and adds which are all time stamped).
Access to my and very timely responses.
Here’s a quick look at my spreadsheet for you. Here’s part of my portfolio.
Here’s my activity in July so far:
Here’s a quick insight into my notes (this was from yesterday):
Here’s part of my watchlist:
Here’s part of my LMND valuation model:
This is all for $16 a month by the way. I started it out at $14 a month and all current subscribers get it for $14. New subscribers will get it for $16. I suspect this will increase to $20 in 2026 so if you are thinking about it now, I suggest you give it a go now 👇
2. Top 5 positions👇
I won’t share my whole portfolio with you, but I’ll happily show you the top 5 positions in my 22-stock portfolio.
I am very transparent with you. I share my:
Total portfolio value.
Total cash value.
Total $ invested into each stock.
I have a deep dive on 4 of those 5 stocks. You can see them here 👇
Some portfolio changes I have made so far this year👇
UNH BUY: UNH currently trades for just 11x FCF and 13x PE. They should hit $40 EPS by 2028 (based on 9% CAGR rate) which at 15x multiple gives you a 100% upside. They’re also sitting at a great technical point.
ZETA BUY: ZETA have 200% upside potential quite easily. I have a ZETA deep dive coming in the next couple of days for you.
CEG BUY: I bought CEG a couple months ago and am already up +60%.
ASPN BUY: I bought ASPN when they dropped into the mid $4 range and have already returned 36% in a period where ASPN have not performed that well. I see this going much higher.
PLTR SELL: I finally sold PLTR for a 250% gain. I may buy back in at some point but at today’s valuation it doesn’t make sense when I have far higher conviction names that I want to add to.
Come join us👇