Portfolio

Position Exit - X-Fab Silicon Foundries (XFAB.PA)

I'm closing my position in XFAB.PA effective at today's close (June 25th).

2 hrs ago •

Position Increase - Century Communities Inc (CCS)

I will increase my position in Century Communities Inc (CCS) by 50.0%, effective as of today’s close (June 16th).

Jun 16 •

Position Increase - B&M European Value Retail (BME.L)

I will increase my position in B&M European Value Retail (BME.L) by 33.3%, effective as of today’s close (June 10th).

Jun 10 •

May 2025: 7.1% Ahead of S&P

As of May 31, the portfolio is up 7.1% more than the S&P 500 year-to-date.

Jun 1 •

Portfolio Snapshot (May 23rd): Beating S&P 500 by 7.7% MTD, 9.5% YTD

Sharing the updated portfolio snapshot after a recent stock addition — now outperforming the S&P 500 by 7.7% in May and 9.5% year-to-date.

May 24 •

New Position - Century Communities Inc. (CCS)

Adding Century Communities Inc. (NYSE: CCS) to the portfolio effective as of today's close price (May 23rd). At the current price levels, it will have…

May 23 •

Position Exit - BMW

I'm closing my position in BMW effective at today's close (May 21th).

May 21 •

Portfolio Update - April 2025

Moat Mind Holds Steady in April, Outperforming SPY and RSP—but ACWI Continues to Lead YTD

May 1 •

Position Increase - Flow Traders (FLOW.AS)

I will increase my position in Flow Traders (FLOW.AS) by 16.7%, effective as of today’s close (April 24th).

Apr 24 •

Position Increase - Flow Traders (FLOW.AS)

I will increase my position in Flow Traders (FLOW.AS) by 50.0%, effective as of today’s close (April 7th).

Apr 7 •

Portfolio Update - March 2025

Moat Mind portfolio weathers March storm better than SPY, RSP, and ACWI — narrowing losses YTD despite broad market pullback.

Apr 1 •

Position Increase - Catana Group (CATG.PA)

I will increase my position in Catana Group (CATG.PA) by 10.0%, effective as of today’s close (March 24th).

Mar 24 •

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