Investment Portfolio

Prologue
Draft of Essay: How To Not Invest.

I’m working on doing good valuation work as of now. Portfolio construction will be emphasized once I get a good handle on valuation techniques.

Investment Buckets
General (G): cheap securities (ideally with inflection potential).
Workouts (W): corporate action (non-instigated, riding coattails).
Control (C): corporate action (instigated, driving the bus).
Insurance (I): risk mitigation (minimize negative compounding).

Current

BucketTickerPurchase Date1EntrySell Date1DividendExitRatingReturn
GATCO
GAEP
WBRTL
GBAM.A
WCLNY
GCTX
GCVV
GFAH.U
GFIH.U
GPTE
GRW
GRIWI
GSSA
1. Date of first purchase/sale.

Previous Positions

TickerPurchase Date1EntrySell Date1DividendExitRatingReturn
1. Date of first purchase/sale.

Performance
Coming soon.