Welcome to the Bull & the Bear portfolio, opened in April 2026. I'll be logging all of my positions and the thesis behind each one here. Overall and individual return data is live.
In keeping with the rest of this page, only per-share execution prices are shown — no position sizes or dollar amounts. The recent theme: trimming META into strength for a second time, adding to Alphabet on the July pullback, and steadily accumulating the AI-infrastructure names, Constellation Energy (CEG) and Vertiv (VRT) — with VRT bought down hard through late July.
| Holding | Type | Purchased | Price | Today | Total Return | Thesis |
|---|
* I am currently holding a significant cash position after taking profits on previous investments. With tech and AI stocks having rallied substantially, I believe higher future returns may come from rotating into other sectors. I am actively looking for entries at better price points. This is not a bearish view on tech. It is a recognition that the easy money in AI has largely been made and that diversification into undervalued sectors may offer better risk adjusted returns from here.
Loading live data...
