Sharing My Stock Portfolio

Investors,

For the first time in 3 months, I’m sharing a complete breakdown of my long-term stock portfolio, continuing the series of quarterly updates for premium members. This report will contain screenshots of brokerage account info, sector & industry analysis, portfolio construction, and what I’m planning to do with the portfolio over the coming months & quarters.

I’ve made significant changes to my portfolio, doubling down on some of the key themes and abandoning a handful of positions.

The justification for these changes will be reviewed in the report; however, these decisions don’t come lightly and are based on broader market dynamics, my outlook of macroeconomic conditions, and company-specific catalysts that are likely to produce stellar long-term returns.

These quarterly updates are a key benefit for premium members of Cubic Analytics — not because it spoon feeds investors with my top holdings, but because it literally shows that I’m putting my money where my mouth is and that I’m making investment decisions based on the analysis in the weekly premium reports.

At the end of the day, I can’t tell you what to invest in or how much to invest, if at all.

What I can do is provide objective and data-driven analysis of the market and explain how it’s shaping my investment approach and translating into actual portfolio construction.

If that’s of value to you, as it is to 700+ premium members of Cubic Analytics, consider signing up for a monthly or an annual plan using the link below:

Without further ado, this is the latest breakdown of my long-term stock portfolio!