A monthly portfolio memo
Capital
Appreciation
Long-term growth through high-conviction investing.
A concentrated model portfolio of high-conviction equity positions — specific holdings, exact weightings, performance tracking, and the research and reasoning behind every change, every month.
The goal
Compound value over
years — not weeks.
Identify and hold companies with durable competitive advantages, strong earnings power, and the potential to compound value for years.
This is not a list of stock picks. It’s a fully built portfolio strategy — designed to be studied, understood, and used as a foundation for your own investment decisions.
It’s built for patient investors — people who understand that volatility is not the same thing as risk, and who want a disciplined, research-driven approach to growing wealth over the long term.
Why the memo
Everything you need,
not just a stock pick.
The picks, the weights, and the reasoning
Most newsletters give you a name and a thesis — then leave you to figure out the rest. How much should you allocate? How do the pieces fit together? Every issue here includes the specific holdings and their exact portfolio weightings, so you see not just what to consider owning, but how much weight each position carries and how the whole portfolio is structured.
A fraction of the cost
Actively managed funds charge annual percentage expense ratios that quietly eat into returns year after year, and premium newsletters run hundreds or thousands of dollars annually. The memo delivers a fully built model portfolio — detailed analysis, exact weightings, monthly updates — for $9.99 a month, with no hidden fees dragging on your returns.
Complete control over your portfolio
In a managed fund, someone else makes every decision — and you pay for the privilege. The memo puts you in the driver’s seat: use the model portfolio as a starting point, an idea source, or a framework. Agree with a position? Add it. Disagree? Skip it. Idea generation and education on your terms — not a black box managing your money behind closed doors.
Performance
Total return versus
benchmark.
Cumulative percentage total return of the model portfolio versus its benchmark since inception, measured at monthly intervals — price appreciation plus reinvested dividends.
Past performance is not indicative of future results. The model portfolio is hypothetical and does not represent an actual investment account. Please review our Investment Disclaimer for important information.
“If you expect to be a net saver during the next five years, should you hope for a higher or lower stock market during that period?” — Warren Buffett, 1997 Berkshire Hathaway Shareholder Letter
Ready to compound?
Billed monthly. No long-term commitment — cancel anytime from your account.
The complete model portfolio, the monthly issue, daily weight updates, and every intramonth trade notification.
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