Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
Our top Best Buys this month tried direct-to-consumer and sales slumped severely. Today, though, the company is helmed by a new and sensible CEO whose top priority has been getting its product off the internet and back into major retailers, with encouraging results that are reflected in recent earnings.
This month’s recommendation reminds us of our very first recommendation in March 2023, when we wrote about Diversified Healthcare Trust’s 9.75% bonds. We believe that in both cases, investors were looking backward rather than forward, creating an opportunity for high, risk-adjusted returns.
You’ve been taught that low-risk, equity-like results aren’t possible. You’ve all been taught that to make big returns, you must take big risks. Those rules are framed by finance professionals as if they are the laws of physics: But they aren’t. Porter explains why.
What happens when governments go bankrupt, Porter explains: war, chaos, and terrible strife as competing interest groups fight, savagely, to hold on to the advantages they have under the current, failing system. If you understand what that means, you’ll be a victor.
Today, Porter shares how pretty much anyone can earn 50%-plus annual returns, on average – and without suffering the kind of drawdowns most investors believe are inevitable. In fact, the strategy he demonstrates has volatility that’s much lower than the market’s.
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
Some rare companies are so dominant in the marketplace that their brands actually become the business. The company featured this month is so dominant in its field that it should have been included in the “Legal Monopolies” portfolio category, but that legality is being called into question by the U.S. federal government.