Sharing My Entire Portfolio
Investors,
For the first time in 3+ months, I’m sharing a quarterly update of my portfolio and providing a transparent view into my long-term TradFi holdings. Every week, I share the individual purchases in my long-term account with premium members; however, these quarterly update are my chance to share what my portfolio currently looks like and what I’m planning to do with it going forward.
In the past, premium members have said that this is one of the most valuable aspects of their membership because it shows how I put all of my analysis into action. At the end of the day, we analyze macro and markets in order to make better investment decisions, grow our wealth, and generate returns for our efforts.
Analysis without action is useless.
These quarterly deep-dives prove that I’m putting my money where my mouth is and how I’m using the bullish conclusions from my analysis to make investment decisions.
I mean, think about it… Imagine if I kept saying that I was bullish on software stocks for the past 18 months, but I only kept buying consumer staples stocks and utilities…
That would be a massive contradiction and make zero sense!
My intention with these reports is to accomplish 4 goals:
Selfishly, to understand my portfolio more deeply.
To cultivate transparency and to explain what I own and why.
To show how my analysis is translating into my portfolio decisions.
To expose new and veteran investors to stocks that they might not have known.
If that sounds valuable to you, as it is to 870+ premium members of Cubic Analytics, consider signing up for a monthly or an annual plan using the link below:
Seriously, more than 870 investors are signed up for a reason!
To the premium members who are reading this — thank you for your continued support and I’m always overwhelmed by your kind words and interest in my research!
Without further ado, let’s begin.