Actually, we do share our portfolio in the quarterly portfolio updates we release. These can be found on the 'Portfolio Updates' section. These updates are behind paywall but here is a link to the one released for 2022 (before the paywall was introduced).
Additionally, when we open a new position we share this information on the Investment Thesis memos revealing percentage of portfolio allocation and opening price.
Please let us know if this sufficient or whether you were looking for something else.
It shall be noted that our newsletter does not offer investment advice services.
Hey,
I thought about paying but you need to show your portfolio, otherwise I can't really trust the content 100%.
I saw some Substack writers put an embed iFrame of their Jika.io portfolios which is kinda nice, I'd love to see that here too.
Hi Ofir. Thank you for reaching out.
Actually, we do share our portfolio in the quarterly portfolio updates we release. These can be found on the 'Portfolio Updates' section. These updates are behind paywall but here is a link to the one released for 2022 (before the paywall was introduced).
https://www.stockopine.com/p/2022-portfolio-update
As we speak, we are preparing the Q2'23 one, while the latest post can be found here.
https://www.stockopine.com/p/q1-2023-portfolio-update
Additionally, when we open a new position we share this information on the Investment Thesis memos revealing percentage of portfolio allocation and opening price.
Please let us know if this sufficient or whether you were looking for something else.
It shall be noted that our newsletter does not offer investment advice services.