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If you follow my writings, you may notice that articles are released months after my investment was made.
If you\’re interested in joining my beta Premium membership to access my trades and portfolio in real time, please email me directly. The cost for beta members is $50 per month.
All beta members will be locked in to this discounted price when the Premium service is generally available.
What You Get
Your contributions will drive the final Premium product. While the product is in beta, all subscribers are guaranteed:
- Instant access to my trades
- End of month portfolio by %
- 1:1 conversations by request
My Performance
I have soundly outperformed the S&P 500 since I started investing in 2008. In January 2018, I moved my investments to Interactive Brokers, and that outperformance has accelerated.
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My money-weighted returns have outperformed the S&P 500 by 7x, and my time-weighted returns have outperformed it by over 5x.
Money-weighted returns reflect my investment timing. I advocate for patience, and have thankfully been rewarded with my cash flow timing so far. I have also been mostly lucky with my exits, such as Under Armour.
By subscribing to my Premium membership, you will see the investments I make in real time. Many have led to multibagger returns:
- The Trade Desk: 17x
- Under Armour: 11x
- Twilio: 9x
- DocuSign: 5x
- Fortinet: 4x
- Fastly: 4x
- MercadoLibre: 3x
- Visa: 3x
Additionally, you will have access to my end of month portfolio, broken down by percentage.
Finally, any beta subscribers can schedule 1:1 conversations with me to answer general investing or financial management questions. I appreciate you joining my beta, and would love to help any way I can.