Portfolio & Performance Updates

Portfolio & Performance Updates

Table of Contents

Annual Plan Promo:

Greetings! It has been a great year for the newsletter & portfolio. To thank everyone for your support, I wanted to extend our largest annual discount offer yet. If you’d like access to my current portfolio, consistent coverage of important investor days and conferences and 40+ earnings reviews sent to your inbox every season, you should subscribe. The season kicks off next week with Big Banks, Taiwan Semiconductor, Netflix and then so many more after that.

We count several public market executives as happy, loyal readers because the combination of content quality and volume speaks for itself. This is the level-headed, detailed newsletter for responsible investors. Stay fully in the loop and invest with good reason.

a. Updated Performance vs. the S&P 500

b. Portfolio Change from Today & Updated Holdings

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