Current Portfolio and Performance

What I'm holding, and performance since inception

The content provided here is for informational purposes only and should not be considered investment advice. It represents personal opinions and thoughts on investing. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.

I'm doing this as a sort of snapshot and timestamp for myself. I'm screenshotting and foregoing any fancy HTML tables for the sake of simplicity and transparency.

I took these screenshots moments ago on IBKR.

I chose the SPXTR benchmark as I think it most closely resembles what I’m trying to do here: get an attractive return with minimal risk. I define risk as a permanent loss of capital, not downside volatility. This is why I welcome the periodic underperformance of the market and/or benchmark.

Holdings sorted by ticker:

In the future I’ll write my own thoughts on these companies and make it all public for free.

I’m also looking to update the portfolio here soon. Subscribe to get it sent to your email: