Introducing My Portfolio Explained – Plus Big Subscription Improvements Ahead!
Providing a quick summary of why I own my companies and some words on the future of this publication
One of my subscribers recently told me they didn’t fully understand why I own all the businesses in my portfolio. That was great feedback, and I realized others might feel the same.
That’s why I’ve created a new Portfolio explained page—exclusively for paid subscribers—where you can read my quick reasoning behind every company I own and find links to the deep dives I made on them. It’s your go-to resource for understanding my rationale behind owning what I own.
But that’s not all—I’m actively working on improving the subscription experience to make it even more valuable. Your feedback is incredibly important to me! If there’s anything you’d like to see added, changed or improved, let me know.
If you’re a free subscriber, now’s the perfect time to upgrade and get access to this growing library of insights alongside my other paid content. Plus, with more improvements on the way, there’s never been a better time to join. I’m excited for the future and I hope you are too.
You can always find the page in the top navigation bar under Portfolio explained or via this link. I will update this page whenever I make changes to my portfolio.
You also might have noticed that I sent out an email with a survey recently. I want to thank the 49 free subscribers and 11 paid subscribers that took the time to answer the questions. I want to dedicate more time to this Substack and for that I must know in which areas I can improve! Expect more improvements and update posts in the coming weeks and months!
If you have any feedback for me, please use one of the buttons below to message me, leave a comment or send a message in the subscriber chat. I want to make the subscription better for you!
