§ Blue Portfolio · Member view · Last updated 2026-06-29

Blue Portfolio.

The strategy is simple: find good companies at a good price, then hold. I grade each one every week — not to trade, but to stay honest about whether the thesis is still intact.

§ Since inception

+4.46%

From Mar 29, 2026 · 31 positions

§ Performance · vs S&P 500

Time-weighted return.

+4.46%Since Mar 29, 2026

§ Range

+10.92%+5.46%+0.00%-0.99%+4.46%Mar 29, 2026Jun 29, 2026

§ Members only

The names. The verdicts. The whole book.

Everything I own, every move I make, in one place. The full book of holdings, the verdicts behind each name, and the weekly note that walks through what’s changing.

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