Most research ends in a maybe. The model portfolio is where ours ends, in the companies we hold with the most conviction, and every trade we make in them as we make it.
We look for great companies the market has sold on a story. Between 2015 and 2025, companies in today’s S&P 500 fell 40% or more from their high 834 times, and a year later 54% of them had beaten the index. A fall on its own does not show which of those companies will beat the index, so we read every filing, call and results release with AI before a name goes into this book, and keep reading after it does.
The book runs on $100,000 of notional capital and is measured against the S&P 500 from the day it started. Every trade in it is a model trade.
What paid subscribers get
The full book, live: every position with the date and price it went in at, its weight and its gain or loss, and every add, trim and exit as it happens.
One paid subscription covers both books, this one and the Live Family Portfolio. If you want them, upgrade.
Here is the live model book: