A portfolio to follow.
A process you can understand.
We select stronger long-term performers among the calmer stocks within each sector, then manage a continuous account.
Select
Positive long-term momentum, an established uptrend, sufficient liquidity and relative calmness within the sector.
Build
Up to two new positions per session. Up to ten holdings, one per sector. Cash is a valid part of the account.
Manage
Hold for 60 trading sessions. Trim oversized positions. Pause new entries when the broad market trend weakens.
Open the member portfolio → View the public record
Up to ten stocks, one per sector. Up to two new entries per session. Typical hold: 60 trading sessions. Positions above 15% are trimmed toward 10%. New buys pause when SPY is at or below its 200-session average.
Current holdings and plans are member-only. Closed trades may appear after 14 calendar days; currently re-owned stocks remain private.