Grit Alpha

Share this post
The Top Four Stocks I Own
www.alphaletter.co

The Top Four Stocks I Own

Alpha Letter
Sep 15, 2021
5
6
Share this post
The Top Four Stocks I Own
www.alphaletter.co

Investors,

My portfolio is always changing. When valuations go up I typically trim or sell an entire position. When they go down I aggressively average down.

I look for undervalued mean reversion plays. When everyone wants out of a stock I get interested. When everyone wants in a stocks I get out.

A major double digit selloff excites me. Typically the mark…

Keep reading with a 7-day free trial

Subscribe to Grit Alpha to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2023 Grit Alpha
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing