Real Worth Stocks September Model Portfolio review

Sep 26, 2023

∙ Paid

I’ve increased my holding of one UK microcap from 11% to 18% of the Real Worth Stocks model portfolio. I explain why, and also:

Review all stocks in the model portfolio, stating whether they are buy, sell or hold.
Share my current stock watchlist.
Explain the mental model of ‘Redundancy,’ useful for limiting downside and increasing the odds of upside for potential investments.

The model stock portfolio is a real money portfolio, held since Q1 2020, and includes stocks purchased under three strategies:

1. Net nets

2. Merger-arbitrage

3. Small Cap Value: stocks thought to be priced below the intrinsic value of businesses they represent.

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