Every position published. Entry, target, stop, thesis.
Core Conviction, Infinite Hold, and The New Arms Race show every position with the entry, current price, target, stop, live P&L, and the reasoning. When we exit, you get the alert and the record keeps the trade.
Open positions are live, unrealized model results. Model results are hypothetical and past performance does not guarantee future results. The full record.
$399/yr after year one. 30-day money-back guarantee.
Closed model portfolio positions, entry to exit, dated. Model results are hypothetical, do not reflect fees or slippage, and past performance does not guarantee future results. The full record, losses included, is public. See the full record.
Three mandates, one standard
A high-conviction core, a tactical theme portfolio, and a hold-forever book. Different horizons, the same rule: everything publishes, dated.
The anatomy of a position
Entry, current price, target, stop, conviction, and the thesis, on every line. Timestamped notes follow the position while it is open.
The exit is part of the trade
Stops and targets publish on day one. When one hits, the alert goes out, the line closes, and the result stays on the public record.
Get the analyst, the data, and the trades.
One membership unlocks the analyst, the scores on nearly 4,000 stocks, the model portfolios, and the public record. You keep access through your term if you turn renewal off.
Want the model portfolios only? Every position, live, with trade alerts. Get Model Portfolios. $399/yr, $299 your first year. 30-day money-back guarantee.
Everything included. Turn off renewal in one click. We email you 30 days before renewal.