Portfolio Strategy Pt. #1

What I'm Buying and Why

Investors,

I’m extremely excited to officially launch this new series of investment research, which will be exclusive for premium monthly/annual members. The goal of this series is simple: To share and analyze the investment thesis behind each of the 15 stocks & ETF’s that I’ve been buying in portfolios that I manage & consult for.

I want to tell you what I’m buying and why so that you will get a glimpse into how I conduct portfolio strategy, allocation decisions, and investment analysis on a micro level. Over the next several weeks, I’ll be releasing exclusive reports to analyze the investment thesis of each individual position, covering:

• Why I like the stock, qualitatively (business model, management, moat).

• Why I like the stock, quantitatively (income statement & balance sheet review).

• Portfolio allocation strategy.

After writing this first edition, I realize that I’ll need more time to produce each of these publications alongside the current research that I’m providing. As such, these “Portfolio Strategy” reports will be published every other Wednesday starting today, September 7th.

In each report, I’ll analyze the investment thesis for two individual stocks until all ten are analyzed. For the 6th edition of this exclusive research, I’ll cumulatively discuss the logic & investment thesis behind each of the five ETF’s. For the 7th and final edition, I’ll share the handful of stocks that didn’t make the cut but still have promising long-term outlooks and return potential. As such, this exclusive series will be completed near the end of Q4 2022.

If you aren’t already a premium member, but you’d like to read & receive these research reports, please consider upgrading your subscription using the link below:

Let’s begin!