Link for April 2026 Database & Portfolio (and an exciting announcement)
Much more than just a portfolio
Hi all,
Behind the paywall below is the link for my April 2026 spreadsheet. In this article, I’m going to explain exactly how this portfolio and database works and how you can get value from it.
Firstly, it’s where I post all of my current holdings (with real monetary amounts), allocations, trades, buys, sells, adds, trims, and watchlists. It’s 100% transparent and all timestamped to the exact second.
But that’s just a small part of the total value add.
I also have an exciting update to this "spreadsheet” too.
Here’s how the database works:
Before we get into the spreadsheet, here’s the update:
By the end of April, I’ll have a fully functional web-app. Here’s a sneak peek of the UX right now.
And that’s just a small part of the total offering. On top of this database you also get:
Daily market commentary
My personal portfolio and watchlist
Weekly thematic commentary
New Ideas
Weekly Videos
This web-app is going through beta-testing starting this week. My expected timeline is by the end of April it will be fully functional.
Portfolio:
My core portfolio including exact dollar amounts.
My exposure broken up into themes. Here’s a snippet of the portfolio tab to show how I’m currently weighted.
Everything here is formula driven directly from Yahoo finance live prices. You get full access to my exact portfolio and monetary amounts at all times. I don’t hide anything unlike most people. I’m all for transparency.
Portfolio Valuations:
In this tab, I’ve broken down my portfolio using a nice quantitative approach measuring revenue and EBITDA expected growth rates vs current NTM multiples. It’s a nice way of screening out some stocks in my opinion and it’s a nice building block for a lot of the work I do… though of course a lot more analysis goes into it that that.
Watchlist:
I also share my exact watchlist with:
Technical entries: Where the chart says the “risk/reward” is skewed in your favour.
Fundamental Entry: Where I see a fair value price where the math actually makes sense.
Here’s a snippet so you can see what the watchlist looks like.
Here you have access to daily movements in my watchlist, entry price per technicals, entry price per fundamentals, and then ultimately whether I’m interested in the stock or not.
Any that I am interested in are communicated in the paid chat (I send 5-20 messages on a daily basis in that chat).
Theme Tracker:
This tab is still not complete, but it will be very soon on the web-app.
This tab collates all the stocks per theme and gives you the weekly price action on them to give you a very quick indication of what theme is running hot right now. No need to search each stock on your chosen website. You have access to all stocks, and all price movements per stock/theme right here.
I hope you’re starting to realize this service is far more than just a portfolio. It’s a full database allowing you to either follow my portfolio and stock picks, or use the data to validate your own picks.
Specific Tabs Per Theme:
On my database I have a tab for each theme.
Current we have:
Robotics
Space
Power Grid Upgrade
Optics
AI Applications
Miners
Cybersecurity
Edge AI
Each tab has every stock in that theme broken down by revenue and EBITDA growth rates relative to its EBITDA multiple.
Here’s an example of the Edge AI tab:
A list of all the stocks in the theme.
A way to track the daily price action of all the stocks within the theme.
A way to see if the growth rates to multiple makes sense (“Bullish Fundamentals” column).
A way to see if the technicals look attractive based on moving averages (“Bullish Technicals” column).
A way to see if both fundamentals and technicals make sense at the moment (“Overall?” column).
This tab updates itself automatically every minute.
Link to spreadsheet
I’m going to put the link below the paywall below:
