My Portfolio Review: High Conviction, Low Yield, Massive Upside

I run a high-conviction, concentrated portfolio of 15 stocks built around wide-moat compounders and long-term capital appreciation over current income.

The portfolio excels in quality, inflation resilience, and growth, but comes with elevated volatility due to sector concentration and cyclical exposure.

Core themes include Permian landowners, logistics leaders, aerospace/defense, and “tollbooth” monopolies with strong pricing power and secular tailwinds.

Going forward, I aim to improve diversification and income without selling core positions, strengthening long-term compounding while managing risk.

Introduction

It's time for a portfolio review, especially in light of the many questions I have gotten from readers in recent weeks about my positions.

And, as I haven’t done an update in many weeks, it’s about time I share my positions. Besides that, I am also working on a way to allow people to more effectively track my portfolio, including my own buy, hold, and sell ratings (in addition to our GNG ratings).

In this article, I’m giving you all of my positions and an assessment of my overall risks and opportunities.

So, let’s keep this intro short and get right to it!

My Portfolio Review: High Conviction, Low Yield, Massive Upside

Introduction

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