Live Portfolio

Do you own any of this yourself?

It is the fair question to ask anyone who writes about companies for a living, so we opened an account in the market we write about and put our own money in it.

The model portfolio shows how the research holds up. This account shows what we actually own, and some of what goes into it comes out of a published dive while some never gets written up at all.

Paid subscribers get this account and the model portfolio. If you want them, upgrade.

Every position, every trade and every deposit since it started:

This post is for paid subscribers