Radical transparency into one of my investment portfolios — no advice, no hype.
$10/month | Cancel Anytime
The Stoic Investor is a transparency-based subscription that provides access to the activity and performance of one of my real-world investment portfolios.
As of December 31, 2025, this portfolio achieved a 2025 YTD return of 27.3%*.
Subscribers receive private updates that document historical, executed activity, including:
Executed purchases (ticker and execution price, as recorded at the time of the trade)
Executed sales (ticker, execution price, and realized gain or loss)
Monthly portfolio summaries, including current holdings and return on investment (ROI)
This service does not provide a model portfolio, personalized recommendations, trade alerts, or financial advice. It is solely a transparent record of how I manage one of my personal investment accounts.
Disclaimer: I am not a licensed financial advisor. Nothing shared through The Stoic Investor constitutes financial, investment, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. All content is provided for informational and educational purposes only. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. This information is not tailored to any individual’s financial situation, objectives, or risk tolerance
*Note: Performance reflects the results of my personal brokerage account based on executed trades shared with subscribers and received dividends. Results are presented gross of individual taxes and may not reflect transaction costs or fees applicable to other investors.
Strategy Summary: The portfolio focuses on highly rated stocks that appear undervalued relative to broker consensus estimates. The portfolio typically holds approximately 16 positions at any given time. Capital is redeployed as positions are exited. Holdings are generally managed until a target price is reached or actively reviewed within approximately 60 days of purchase.