Investment Updates

Updates on the investments I currently manage for myself and the Inner Circle members. These portfolios currently include:

  • Small Cap Value Portfolio
  • Dividend Fortress Portfolio
  • Dynamic Core Hedge Portfolio
  • Rapid Wealth Compounder Portfolio

These portfolios with their components and allocations are accessible with your Inner Circle membership.

AIC Inner Circle Portfolio Performance

My Investment Thesis Briefs are Now on Yahoo Finance Pages + Portfolio Performance Update

A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below: Scroll down to the Featured Community Analysis section. These will be available as long as my thesis remains relevant. Over time you will see these show up on more stock tickers where I […]

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Astute Investor's Calculus Inner Circle Membership

Introducing the “Inner Circle” – Your Ultimate Investment Membership

I have taken the 2 offerings on Substack, Premium and Founder’s Club, and rolled them into 1 and can now offer it to you for the price of just Premium. Here’s is what you get in the new Astute Investor’s Calculus Inner Circle: As you read this article on the website, look up at the

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