ALL TRADES
SCROLL TO THE BOTTOM FOR ACCESS TO ALL TRADES
The Pragmatic Investor is always a work in progress, which is why I regularly reach out to find out how I can improve the service.
After talking to a lot of you guys, it seems like you find tracking our trades and portfolios confusing.
Therefore, we are introducing…
Our Trade Ideas Sheet:
You can see an example of what this looks like below.
Every single trade idea we discuss, be it in the portfolio or just a random idea that we’ve discussed in a post, will be recorded and broken down in this Google Sheet.
Each ticker is clearly listed and easily searchable in chronological order
Each ticker is also accompanied by a breakdown of the Technicals, Fundamentals, and Macro outlook.
These three form the basis of our Pragmatic Investing Pyramid.
Lastly, we have a link to the original post where the trade was discussed.
In short, this should provide:
Complete transparency
Convenient tracking
Easy to digest breakdown
I will be pinning this to the main page, and you can also find it on the Search Bar of the Substack website under “ALL TRADES
Having said this, I’m retiring the Swing Portfolio. While the idea in theory is good, there are some practical challenges.
This is the best of both worlds, I believe, and should help you make the most of the service.
In addition to the Trades, we will still track the EOW, YOLO and Macro Portfolios
Anything that goes into the portfolio will appear on the Trades page.
Everything is on the Tardes Page, be it a stock or an ETF.
The only real prerequisite is that the idea be actionable and well-justified.
Thanks, and you can find the Trade Ideas Sheet Linked Below
