Portfolio & Watchlist

Unlike many others, I share my exact portfolio with real monetary amounts. It’s 100% transparent.

Currently I have 33 stocks in my portfolio with the top 50% weighted amongst just 6 stocks and the bottom 50% in the other 27 stocks.

I also have 9 stocks in my swing trade portfolio that is far much focused on higher risk bets and technicals. Only 4.2% of my entire portfolio is invested in this.

On top of this, 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.

This is just a small part of the total offering. As part of the database you also get access to:

Theme Tracker
20+ themes and all the stocks within those themes with EBITDA and revenue growth rates mapped against multiples.
Valuation Models of top 6 positions

Most analysts on X and Substack share their portfolio. I’m not just giving you a pick. I’m giving you a database.

Follow my portfolio
Or use my data to validate your own.

I’m giving you easy access to valuations on hundreds of stocks across different themes.

Here’s the access to my portfolio, watchlist, theme tracker, valuation models, and stocks per theme 👇

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