Last Update: August 29, 2025. See quarterly performance for a snapshot of the portofolio prior to.

Next Update: September 30, 2025

Number of holdings today: 11

Base After Expenses % change…

…for September:

…October:

…November:

…December:

September - December will be added to quarterly performance at the end of December. I’m alligning with the fiscal year as I began this new season of my investing career in November last year. And in the meantime, you will be able to view month-to-month portfolio/base changes after expenses on this page. I will include a breif description of each holding and reason I am a buyer now after the September update.