Model Portfolio

Browse our model portfolio reports.

June-25 Update

June 22, 2025

In our first portfolio update, we walk through the initial positions, explain why we’re starting with a high cash balance, and share the key risks we’re watching (plus what’s on our research watchlist).

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Welcome Guide

June 23, 2025

A guide outlining how we plan to build the portfolio over time, the investment principles that guide us, and the disciplined process we follow when making buy and sell decisions.

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