Hi BowTiedPermie — yes, there is actually. Every month we provide an update on the holdings in our Crisis Investing portfolio.
We don’t comment on every position each time, of course — but we do highlight the ones that have made major announcements, seen big price swings, or experienced other significant developments. That way, our updates stay focused on what really matters.
At the end of each update, you’ll also find our full portfolio, which shows all the names currently in it — along with our guidance, entry date, entry price, returns, and more.
Lau, the best articles I read on this platform are from you and it’s not even close. 👍👍
Thanks, Josh — that honestly made my day. Really appreciate you reading!
I know you offer analysis on stocks with a subscription. Is there a portfolio review/monthly recap portion to the monthly/yearly subscription?
Hi BowTiedPermie — yes, there is actually. Every month we provide an update on the holdings in our Crisis Investing portfolio.
We don’t comment on every position each time, of course — but we do highlight the ones that have made major announcements, seen big price swings, or experienced other significant developments. That way, our updates stay focused on what really matters.
At the end of each update, you’ll also find our full portfolio, which shows all the names currently in it — along with our guidance, entry date, entry price, returns, and more.
Hope that helps.
There was no way in the Eccles Building that JPow would NOT choose inflation. The central banksters know it's their best friend.
Yes, this is going to make me have a great rest of my weekend, lol! Just kidding, we all know what’s going on.