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Portolio Updates

Portolio Updates

Quarterly updates on my portfolio: • What I'm buying • What I'm holding • What I'm selling • Thoughts on my businesses fundamentals • Portfolio weightings • My performance metrics based on business performance, not stock price
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Portfolio Update 2 - 2023
How did the TTI portfolio do in Q22023? I cover what I bought, held and sold in 2022, I also dive into company weightings and my unique performance…
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The Thinking Investor
First Quarter Portfolio Update - Q1 2023
How did the TTI portfolio do in Q12023? I cover what I bought, held and sold in 2022, I also dive into company weightings and my unique performance…
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The Thinking Investor
4
2022 Annual Thinking Investor Portfolio Update
How did the TTI portfolio do in 2022? Covering what I bought, held and sold in 2022, I also dive into company weightings and my unique performance…
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The Thinking Investor
4
Portfolio Update 3 - 2022
The 3rd quarter of 2022 is in the books and now it’s time to look at some of the interesting things I’ve done with my portfolio since my last update. As…
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The Thinking Investor
8
Portfolio Update 2 - 2022
Covering portfolio updates, and fundamentals performance review. Buys/Sells/Holds for 2022 YTD.
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The Thinking Investor
6
Portfolio Update 1 - 2022
How my way of tracking performance is different than most.
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The Thinking Investor
4
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