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.)
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.