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Thank you for subscribing. At the beginning of every month you’ll get the full letter — which positions I hold, what I’ve bought or sold, and why. And you now have full access to everything on the site:

Level 1 — The Foundation. The bedrock of my investing strategy. One ETF, a tax-free wrapper, and time doing the work.

Level 2 — Diversification. How I diversify to reduce risk, and exploit opportunities in other markets and sectors.

Level 3 — Outsized Returns. My equity portfolio in full. What I hold, how it’s performing, warts and all.

Notifications of any buys and sells as they happen. You’ll know what I’m doing, and why — as it happens.

See My Portfolio →

Any questions, just reply to any of my emails. I read every one.