Portfolio & Performance Updates
Table of Contents * a. Performance vs. the S&P 500 * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d.
Read MoreInvest With Good Reason.
Get a taste of the research and insight Stock Market Nerd consistently offers.
Featured Post
Netflix Q2 2026 Earnings Review
a. Key Points * Total watch hours continue to grow at a sluggish pace. * Removing quarterly watch hour growth disclosures. * Bought back $5B in stock this
Read More
What Readers Say
It talks you through the thinking. He includes his thought process and what he's thinking and doing. I feel like I have an analyst on staff.
He has a good track record backed up by analysis.
He lets you know his logic flow. He’s with you all the way. It’s a personal element. You feel like you know him.
SMN is more detailed and balanced. It’s informal but not too informal.
Newest Posts
July 22, 2026
July 20, 2026
Q2 2026 Earnings Season Preview
Welcome back to earnings season. This article functions to set the table for my expectations heading into this important period.
Read More
Categories
