Stocks, ETFs, Mutual Funds, Buy List

Stocks, ETFs, Mutual Funds, Buy List
Photo by Maxim Hopman / Unsplash

This is the landing page for my trading and investing portfolio page for paid members. I send this out as a newsletter every month. It's primarily a technology growth stock portfolio but I use trend-following methodologies to enter and exit positions. The strategy is simple, I look for technology stocks that are making new all-time highs, I enter a position in them, and use a trailing stop. The market will eventually take me out.

A recent success in 2023 was my NVDA position. I went long on May 5, 2023, and got taken out on July 13, 2023. I caught a 22.7% run and was paid handsomely for it.


If you're interested in my portfolio, whether for trading, investing, long-term, or trend following please become a paying member.

Stocks, ETFs, Mutual Funds, and Buy List

Below is a near real-time Google sheet with three tabs: Stock Holdings, Mutual Fund Holdings, and Buy List 2024. You can click on each tab to see what I own and what I'm looking at buying for 2024.