Portfolio Mid-June 2025

Focus on TRADE ALERT emails for actionable moves; ignore other communications, at least at the start of your trial period.

Hi everyone,

• There's a lot to take in when you start my service. Don't get yourself overwhelmed. Give yourself time to get to know the service. At the start, you can ignore most of my service. Apart from when I make a TRADE ALERT in the email subject line! The rest of the time, please feel free to ignore the emails. But when I make the TRADE ALERT email, that's the time you need to act. And do so straight away.

• I use a variation of the PEG ratio for my analysis. But instead of earnings, I use free cash flow. So, I've added this to the spreadsheet for your ease of use (lower down).

• My best advice is:

1. Start small, maybe as little as 10% of your portfolio. DVR stocks are Inflection businesses. This means that there are going to be bad and good periods, until investors come around and buy into the new narrative. Like a wave, it moves organically.

2. Buy 5 stocks that are BUYS. Equally-weight them. This is crucial. Don't buy your favorite only!

3. Never put more than 5% into any DVR stock. No matter what. Period.

4. I split my 5% stock allocation into 2 parts. First chunk of 2.5% when I give you the TRADE ALERT. A second chunk of 2.5% about 4 to 6 weeks later at a cheaper price. Trust me, the cheaper price will come at some point.

I update this post twice a month. Once around the 1st of each month and once mid-month.

• Every Monday morning, before the market opens, I highlight 5 stocks that you can buy if you are looking for good places to invest. That being said, all stocks listed as a BUY (in blue, below), are stocks you can buy with confidence at any point.

• Every Tuesday, there's a 30-min webinar, where you can ask questions. One week at 8am ET; next week 10am ET.

• While stocks that are a HOLD (in yellow or pink, below) are stocks that I'll soon sell. Do not buy stocks that are listed as a HOLD (in yellow/pink).

Finally, and this is really important: I will make unpopular decisions at any point to drive outperformance. I'm not afraid of destroying my best ideas, and you shouldn't either.

ENOUGH READING? SHOW ME THE PORTFOLIO: