Opened April 2026
The portfolio
Every position I hold and the thesis behind it, with live returns. I own what I write about, and every buy and sell is logged below at its per-share price. Performance only, no dollar amounts. Not financial advice.
All-time return
—
Today—
Best—
Worst—
Winners / losers—
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Positions
Return on average cost. Tap a row for the reasoning behind it.
| Holding | Type | Since | Price | Today | Total return | Thesis |
|---|
Return by position
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Allocation
Trade log
Recent buys and sells, newest first. Per-share prices only.
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