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.

All deep dives

The portfolios

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.