Personal Portfolio
This is a snapshot of where my capital is allocated today, including position sizes, cost basis, and unrealized gains/losses.
I’ll update this bi-weekly as share positions change — this is meant to be a living reference point that’s continually updated.
Regarding the Portfolio:
Followers and non-subscribers will have access to:
Portfolio positions (only share count)
Subscribers will have access to:
Detailed portfolio including position sizes, cost basis, unrealized gains/losses, portfolio size, along with my investment watchlist
⬇️ Personal Portfolio ⬇️
(Click on link or image below)
https://docs.google.com/spreadsheets/d/1VYF7fg4wjLFnFBo2g_SOILkykIlHM7ute7y1MhS3KPo/edit?usp=sharing
View-only. Not investment advice. Do your own work.
Disclaimer: The information provided in this publication is for informational and educational purposes only and does not constitute investment, financial, or other professional advice. ThePrivatePublicInvestor and its authors are not registered investment advisors or broker-dealers. All opinions expressed reflect personal views as of the date published and are subject to change without notice. While efforts are made to ensure accuracy, no guarantee of completeness or reliability is given. Past performance is not indicative of future results. The author may hold positions in securities discussed. Use of this content is at your own risk.


