Holdings & Performance

Below is a list of my current holdings.  For a summary of my strategy, click here.

Blog entries for each trade can be accessed here. Brief write ups on my purchases can be found here.

Below is the performance of my portfolio compared to what I could have made in a passive S&P 500 indexing approach.


Below is a list of all sold positions.

2017 Sales:

closed 2017

2018 Sales:


2019 Sales:


2020 Sales:

PLEASE NOTE: The information provided on this site is not financial advice and it is for informational and discussion purposes only. Do your own homework. Read the full disclaimer.

I am a value investor. My outlook is inspired by the ideas of Benjamin Graham. This site is a real time chronicle of my portfolio and an outlet to share my ideas. I hope you enjoy.

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