Summary
In this April 2026 Portfolio Update I’ve pulled together everything that’s been happening with the stocks I actually own this year.
I’ve spent the majority of 2026 heads down researching and writing the last four major reports I’ve published, while still screening 40–50 new stocks every single day.
Because of that, I haven’t had time to send regular updates on my portfolio holdings.This report is the definitive catch up, and there has been a surprising amount of meaningful progress across my positions.
If you want to stay fully up to speed on exactly where my capital is deployed right now and how my holdings are advancing, this is the one to read.