Listed portfolios
My public-market strategies invest in listed companies only. Each one runs as a public wikifolio, issued as a certificate by Lang & Schwarz, with an ISIN. Every trade and every result since the start is on the public record.
The method
The approach combines a top-down view of the themes that drive the next twenty years with a bottom-up check of moats and fundamentals, run on a multi-agent research system I built for it.
Concentrated growth strategies move hard in both directions. The drawdowns are the price of admission for long-term compounding, and they are on the record as openly as the gains.
Deep Dives
Each week I write up one company the way I read every company: the theme, the business, the moat and the people who run it. Big Questions take on a whole sector. Free to read and download.
- Is AI eating the whole market?
Big Questions · 31 October 2026 - Intuitive Surgical: price for adoption in robotic surgery
Life sciences · 31 October 2026
The portfolios
- Trends in Europe and America
wikifolio WF00TR2016 - Hypergrowth Framework Future 20Y
wikifolio
View all portfolios on wikifolio
Questions about the method are part of my advisory work: Your Next Move.
Information only, no investment advice. Past performance is no reliable indicator of future results. Certificates involve risks up to total loss.