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Launch of my Portfolio
Today, I’ll officially launch/start my portfolio.
I’ve sold my old portfolio so that I can rebuild this portfolio from the ground up through the research that I’ll publish in this Newsletter. As a Paid Subscriber, you’ll be notified of every buy and sale and have access to every Deep Dive and Valuation I’ll publish.
Because this portfolio will be built up from scratch, the current weight of each position differs from the weight it will have in the finalized portfolio.
The positions will get relatively smaller when I buy new positions. The three current positions are a foundation I’ll build on.
To get all the details of my Portfolio, Portfolio Construction, and Watchlist, read this: