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The MBI Model Portfolio is only a month old, so take all of this with a pinch of salt, but it's off to a good start: up 3.83% since inception, and roughly 4% ahead of the Russell 2000.
However, the individual positions are doing better than this headline suggests: four positions are already up more than 20%, and only two are down by more than 10%.
That is just the asymmetric shape my sizing system is made to create.
In today’s update we will look at:
The stock I’m adding more to after a great earnings report
A small top-up to my most speculative audition following lots of positive news flow
Three other earnings reports - one clean, one where the market sold the headline before the call talked it back down, and one with a warning light I’m now watching
The rest of the news flow across the portfolio, including three more reports landing next week
If you would like a reminder on how the model portfolio works, please see this post here:
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