Do you own any of this yourself?
It is the fair question to ask anyone who writes about companies for a living.
Alpha with AI is my full time work now, and most of what I cover is American companies. My own investing life has mostly happened in other markets.
That gap is fair to point at.
So we opened a fresh family account in the market I write about. Our own money.
The model portfolio still does its own job, which is showing whether the research held up. This one shows what we own.
Some of what goes into it comes out of a published dive. Some never will, because I do not write up everything I act on.
Paid subscribers get this account and the model portfolio. If you want them, upgrade.
Every position, every trade and every deposit since it started: