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How it's held

Holding periods

Not how the portfolio has performed, but how long I've held the stocks I own right now — the weighted-average holding period across my current holdings, and how much of the portfolio is long-term conviction versus recent additions. (The one closed-trades figure below is labelled as such, for contrast.)

1.1yAvg holding period · weighted
1.2yAvg holding period · per company
29%Held over 1 year
13%Bought in last 90 days
IMB.LLongest held · 4.0y
24Positions held
16%Cash (no holding period)
1.3yClosed trades · avg held

How to read these: the weighted average age counts each current holding (cash excluded) by what it's worth today — not what I originally put in — so my larger positions move it more; the per company figure treats every holding equally. Held over 1 year and Bought in last 90 days look at each purchase on its own: when I add to a position I've long held, the new money counts as recent while the rest still counts as long-held. Refreshed daily at 11:00 UTC; last updated 16 September 2026.

Not financial advice.

This portfolio is shown for transparency, not as a recommendation. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always do your own research and consider seeking independent advice.