Long Term Portfolio Review

A look at my current holdings, the charts, where I’d be looking to add, and the companies on my watchlist.

Each quarter I like to step back and review my long term investments.

The key to holding through volatility and capturing bigger picture moves comes down to conviction. Conviction comes from consistently revisiting the fundamentals, technicals, story, narrative, and thematic tailwinds behind each company.

In this article I’m going to walk through my thoughts on each of my long term holdings, the charts, discuss where I’d be willing to add, break down the most recent earnings reports, and revisit the broader thesis behind each position. My views on a few companies have shifted and I’m very close to exiting one position entirely.

At the end, I’ll also include my long term portfolio watchlist which includes the companies I am most interested in adding as long term investments.