Portfolio Update

Jimmy's Journal Trade Alert 🚨

Some trades and reflections. Price action and value investing...

Mar 11 •

Monthly Portfolio Update #4

February 2025: great start, terrible finish...

Mar 6 •

Monthly Portfolio Update #3

January 2025: Stellar Capital Management – a lot of trades and a new company...

Feb 6 •

Monthly Portfolio Update #2 | 2024 Results

Reflecting on 2024: Reviewing the Year and Introducing a New Portfolio Addition

Jan 5 •

Monthly Portfolio Update #1 | Our Manifesto

Investing with purpose: a focus on quality, conviction, and long-term growth – our first letter, our manifesto

Dec 3, 2024 •

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