Link for March 2026 Database & Portfolio
Much more than just a portfolio
Hi all,
Behind the paywall below is the link for my March 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.
Here’s how the database works:
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.
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.
You’ll see as at 1st March 2026, the optics/photonics theme is running very hot after AAOI’s 53% move in one day.
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 from the robotics tab:
This is just ~10% of the stocks in the robotics tab. Here’s what it gives you:
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.
Unusual Options
I’ll be adding in unusual options trades I see on a daily basis.
Other
There are a few other tabs in the spreadsheet as well (2025 buys and sells which are all timestamped) and a couple of valuation models. I will be adding valuation models for my biggest positions in here (PATH, ZETA, TMDX etc).
I’m going to put the paywall now below this and the link to the March database will be there.
