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Pundit portfolios

The designated portfolios the tracked commentators publish — what they hold now, how it has changed, and when. 9 portfolio(s), 177 current position(s). Rows tinted mint are also held in the allocation. Auto-generated from each source’s dated portfolio.json.

Buy buyHold holdTrim trim/sell — pundit publishes no rating   first snapshot in the portfolio

Codex — Codex Portfolio Hay — Haymaker Buy list Hay — Haymaker Trims/Holds Polomny — AIA Portfolio Polomny — AIA Dividend Portfolio Polomny — AIA Permanent Portfolio Slegers — Compounding Quality Portfolio Slegers — Compounding Quality American ETF Portfolio Slegers — Compounding Quality Non-American ETF Portfolio

Codex — Codex Portfolio 23 position(s) · 13 snapshot(s)

Current as of the 2026-09-22 snapshot. Source: Codex hub.

Current holdings

TickerRatingIn sinceNote
ABRA—2026-05-29cost basis C$0.33 · allocated 50% · Worley LNTP for bridging engineering at Diablillos; first Cerro Viejo assays
ALDE—2026-05-29cost basis C$0.79 · allocated 80% · Altar infill 513m of 1.06% CuEq inside ~1,260m of 0.66%
APM—2026-05-29cost basis C$0.64 · allocated 90% · no news to report on
ASPI—2026-05-29cost basis $3.84 · allocated 100% · helium commissioning underway but enrichment keeps slipping - 'ASPI is in trouble' if Si-28 and Yb-176 do not ship before year end
BMN—2026-05-29cost basis AUD$0.79 · allocated 100% · no news to report on
CCJ—2026-05-29Codex Uranium coverage line (NYSE: CCJ); no cost basis / allocation published. Bruce Power life-extension leaves ~47m lb of uncovered demand behind Cameco's exclusive arrangement to 2040.
COSA—2026-05-29cost basis C$0.31 · allocated 80% · no news to report on
DEV—2026-05-29cost basis $0.159 · allocated 65% · Nabarlek KP Prospect chlorite-hematite breccia, no assays yet
DNN—2026-05-29cost basis $0.35 · allocated 80% · no news to report on
EU—2026-05-29cost basis C$2.81 · allocated 100% · no news to report on
GLO—2026-05-29cost basis C$1.86 · allocated 100% · Niger political uncertainty, no clear information yet
ITRG—2026-05-29cost basis $0.79 · allocated 75% · no news to report on
LIB—2026-05-29cost basis $0.45 · allocated 100% · non-binding up-to-$95m financing framework; 3 months of battery-grade output
LODE—2026-05-29cost basis $2.36 · allocated 100% · Sierra Springs land package (2,200+ acres) plus 250-300 MW gas surety
MAI—2026-05-29printed as Mining Americas (ex-Minera Alamos) · cost basis C$3.50 · allocated 100% · SEMARNAT approved land-use change + EIA at Cerro de Oro
MRLN—2026-05-26cost basis $6.05 · allocated 100% · fell ~35% in a week to under $2 on the lockup expiry; Mart apologised, still held on the C-130J program
OCG—2026-05-29cost basis C$0.17 · allocated 75% · Santa Ana resource ~58 Moz AgEq (Indicated 519 g/t) - 'a little underwhelmed'
PHYS—2026-05-29Sprott Physical Gold Trust - 'the PHYS reserves will be kept in place as I remain very bullish on gold' (priority for the coming months)
PTAL—2026-05-29printed TSE: TAL · cost basis C$0.52 · allocated 100% · Block 131 royalty cut to 5/9/15%; kept as a full position / oil hedge
RIO.V—2026-05-29printed CVE: RIO · cost basis C$0.55 · allocated 50% · Condestable modified EIS approved (10,000 tpd, +10yr mine life)
UUUU—2026-05-29cost basis $1.47 · allocated 90% · closed the ~$299m ASM acquisition (Ochang alloy plant) + Donald REE export approval
VAL—2026-05-29cost basis $36.34 · allocated 75% · no news to report on
WWR—2026-05-29cost basis $0.69 · allocated 70% · EXIM $25m loan approved; standalone analysis report promised

Timeline

Ticker2026-05-262026-05-272026-05-292026-06-112026-06-262026-07-092026-07-102026-07-132026-07-242026-08-172026-08-282026-09-072026-09-22
ABRA··———————————
ALDE··———————————
APM··———Buy———————
ASPI··———————————
BMN··———————————
CCJ··———————————
COSA··———————————
DEV··———————————
DNN··———————————
EU··———————————
GLO··———————————
ITRG··———————————
LIB··—————BuyBuyBuyBuy——
LODE··——————BuyBuyBuy——
MAI··———Buy———————
MRLNBuyBuy———Buy———————
OCG··———————————
PHYS··———————————
PTAL··———————————
RIO.V··———————————
UUUU··———Buy———————
VAL··———————————
WWR··———————————

Codex — what changed

2026-09-07 · source
2026-07-24partial · source
2026-07-13partial · source
2026-07-10 · source
2026-07-09partial · source
2026-05-29 · source
2026-05-26partial · source

Hay — Haymaker Buy list 46 position(s) · 27 snapshot(s)

Current as of the 2026-09-21 snapshot. Source: Hay hub.

Current holdings

TickerRatingIn sinceNote
AESIBuy2026-03-13lot 12/02/2025
AGBuy2026-03-13lot 07/30/2025
AGIBuy2026-03-13lot 07/11/2022
AIGBuy2026-03-13lot 02/26/2024
ANGPYStrong Buy2026-03-13lot 12/29/2025
AZNBuy2026-09-21lot 9/18/2026 - new on the Buy list (Friday POW! 2026-SEP-18)
BABABuy2026-03-13lot 05/14/2026
BOLSYStrong Buy2026-05-22lot 07/13/2026
CPNGStrong Buy2026-03-13lot 05/15/2026
CPRTBuy2026-07-27lot 07/10/2026
CRHStrong Buy2026-03-13lot 01/29/2024; second lot cost $98.51, 04/28/2025, rated SB
DECKBuy2026-03-13lot 03/06/2026
EOGStrong Buy2026-08-24lot 06/17/2026
EQTStrong Buy2026-03-20lot 03/20/2026; second lot cost $57.00, 04/20/2026, rated SB; text: 'We are rating EQT a Strong BUY'
EWZBuy2026-03-13lot 08/07/2024
EXEBuy2026-03-13lot 09/16/2024; second lot cost $92.98, 05/29/2025, rated B
FANGBuy2026-03-13lot 06/22/2026
FXIStrong Buy2026-03-13lot 02/25/2026
GILDBuy2026-08-14lot 08/07/2025
GNRCBuy2026-08-31lot printed 08/28/2025 (the POW! pick was 2026-AUG-28); text: 'We are reiterating our GNRC BUY recommendation'
GOLDStrong Buy2026-03-13lot 04/24/2026
HALStrong Buy2026-08-31lot printed 08/31/2025 (added 2026-AUG-31)
HBRIYStrong Buy2026-06-05lot 04/09/2026
IJHBuy2026-03-13lot 06/30/2025
INCYBuy2026-09-04lot 09/04/2025
JBuy2026-03-13lot 03/25/2024; second lot cost $128.30, 05/15/2026, rated B
KREBuy2026-08-03lot 07/31/2026
KWEBStrong Buy2026-03-13lot 02/25/2026
LNCStrong Buy2026-03-13lot 10/13/2025
MDTBuy2026-06-12lot 06/12/2026
NFGStrong Buy2026-03-13lot 02/27/2026
NHPEFBuy2026-09-21lot 04/09/2026; re-rated SB -> B (rating cell highlighted)
NTRBuy2026-03-13lot 03/19/2026
PALLStrong Buy2026-03-13lot 04/15/2024 (prints SB; B on 09-14); second lot cost $23.93, 10/08/2025, rated SB
PEPStrong Buy2026-04-10lot 04/10/2026
PSLVStrong Buy2026-03-13lot 08/26/2024
RRCStrong Buy2026-03-13lot 06/22/2026
RYAAYBuy2026-03-13lot 05/15/2026
SHELBuy2026-03-13lot 10/27/2025
SRUUFBuy2026-03-13lot 11/12/2025
UBERStrong Buy2026-03-13lot 01/12/2026
USOBuy2026-03-13lot 06/17/2026
VSTBuy2026-09-04POW! pick 2026-AUG-14 ('we are buyers of VST at today's price' at ~$145/$141). Carried forward: still not on the published Buys table (09/21), but no sale announced and absent from the Sells ledger. Verify at the next tables publication.
WDOFFBuy2026-03-13lot 12/02/2024; second lot cost $17.95, 02/11/2026, rated B
WMMVYBuy2026-04-03lot 03/27/2026
YACAFStrong Buy2026-06-05lot 04/09/2026

Timeline

Ticker2026-03-132026-03-202026-03-272026-04-032026-04-102026-04-172026-04-242026-05-012026-05-082026-05-152026-05-222026-05-292026-06-052026-06-122026-06-262026-07-132026-07-202026-07-272026-08-032026-08-142026-08-242026-08-312026-09-042026-09-082026-09-112026-09-142026-09-21
AAP·······BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy··
ACN········Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy·········
AESI·················BuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
AG················BuyBuyBuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
AGI·················BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
AIGBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
ANGPYBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
APABuyHold···BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy········
AZN··························Buy
B······················Buy····
BA·······BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy············
BABAStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
BOLSY··········BuyBuyBuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
CHKPBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy···············
CKHUYBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy·················
CPNGStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
CPRT·················BuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
CRH··················BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
DECKStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
DGX·············BuyBuyBuyBuyBuyBuyBuy·······
DVN···················BuyBuy······
EEMBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy·················
EL··········BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy······
EOG····················BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
EQT·BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
EWZ····················BuyBuyBuyBuyBuyBuyBuy
EXE·······BuyBuyBuyBuyStrong BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
FANGBuyBuyBuy··········BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
FXIStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
GDX·················BuyBuyBuy·······
GDXJ·················BuyBuyBuy·······
GILD···················BuyBuyBuyBuyBuyBuyBuyBuy
GNRC·····················——BuyBuyBuyBuy
GOLD······Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong Buy
HAL·····················Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
HBRIY············Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
IJHBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
INCY······················BuyBuyBuyBuyBuy
JBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
KRE··················BuyBuyBuyBuyBuyBuyBuyBuyBuy
KWEBBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
LMT················Strong BuyStrong BuyStrong BuyStrong Buy·······
LNCStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
MDT·············Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
MTBBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy·········
NFGStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
NHC············Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy·
NHPEF··························Buy
NOW···Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuy·Buy··············
NTR··BuyBuyBuyStrong BuyStrong BuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
PALL··········BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
PBR················BuyBuy·BuyBuyBuyBuyBuyBuyBuy·
PEP····Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong Buy
PSLV··Strong BuyStrong BuyStrong BuyStrong BuyStrong Buy·········BuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
QNSTStrong BuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy···········
RRCBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
RYAAY··········BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
SHEL················BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
SLBBuyBuyBuyBuyBuyBuyBuy·········BuyBuyBuyBuyBuy······
SRUUFBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy
STTBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy·················
TRV·················Buy·········
UBERBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyBuyStrong BuyStrong BuyBuyStrong BuyStrong BuyBuyBuyStrong BuyStrong Buy
USO···········BuyBuy·BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
VST······················BuyBuyBuyBuyBuy
WDOFFBuyBuyBuyBuyBuyBuyBuy··BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
WMMVY···BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
XLE······BuyBuyBuyBuyBuyStrong BuyBuyBuyBuyBuyBuyBuyBuyBuy·······
YACAF············BuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy

Hay — Haymaker Trims/Holds 55 position(s) · 27 snapshot(s)

Current as of the 2026-09-21 snapshot. Source: Hay hub.

Current holdings

TickerRatingIn sinceNote
AAHold2026-03-13lot 06/29/2026
AAPHold2026-05-01lot 05/01/2026
AEMHold2026-03-13lot 02/10/2025
APAHold2026-03-13lot 03/02/2026
ARHold2026-03-13lot 09/16/2024
BAHold2026-05-01lot 03/13/2026
BTUHold2026-03-13lot 03/24/2025
CBHold2026-03-13lot 02/12/2024
CDEHold2026-05-01lot 12/02/2024
CHKPHold2026-03-13lot 01/08/2024
CKHUYTrim2026-03-13lot 11/10/2025
CLFHold2026-03-13lot 12/09/2024
COPXTrim2026-03-13lot 08/25/2025
CSCOHold2026-03-13lot 09/30/2024; printed H/T
CVEHold2026-03-13lot 12/09/2024
DALHold2026-03-13lot 06/03/2024; printed H/T
DGXHold2026-06-12lot 06/05/2026
DVNHold2026-08-14lot 01/20/2026
EEMHold2026-03-13lot 05/27/2025; printed H/T
ELHold2026-05-22lot 05/22/2026
EQNRHold2026-03-13lot 12/22/2025; printed H/T
EWJHold2026-03-13lot 04/29/2024
EWSHold2026-03-13lot 04/15/2024
FNVHold2026-03-13lot 12/09/2024
FSLRHold2026-03-13lot 03/17/2025
GDXHold2026-03-13lot 04/10/2025
GDXJHold2026-03-13lot 04/10/2025; printed H/T
GOOGHold2026-09-21lot 07/22/2024
HBMHold2026-03-13lot 07/14/2025; printed H/T
HCCHold2026-03-13lot 01/27/2025; printed H/T
HPHold2026-03-13lot 05/06/2024
IBKRTrim2026-03-13lot 01/08/2024
IJSHold2026-03-13lot 04/07/2025
JPMHold2026-03-13lot 01/16/2024
LMTHold2026-03-13lot 04/15/2024
MOHold2026-03-13lot 10/25/2024
MTBHold2026-03-13lot 09/23/2025
NEHold2026-03-13lot 02/10/2025
NEMTrim2026-03-13lot 06/04/2024
NHYDYHold2026-03-13lot 12/08/2025
NOWHold2026-04-03lot 04/03/2026; printed H/T
PALAFHold2026-09-21lot 12/09/2024
PARRTrim2026-03-13lot 12/09/2024
PBRHold2026-03-20lot 12/30/2025; second lot cost $11.85, 12/31/2025, rated H; moved from Buys (B) to Holds/Trims this week, both rating cells highlighted
RIGHold2026-03-13lot 02/10/2025
RTXTrim2026-03-13lot 07/22/2024
SBSWHold2026-03-13lot 07/08/2024
SLBHold2026-03-13lot 09/23/2024; re-rated H/T -> H (rating cell highlighted)
STTHold2026-03-13lot 09/04/2025
TMUSHold2026-03-13lot 01/29/2024
TRVHold2026-07-27lot 6/26/2026
URNJHold2026-03-13lot 09/04/2024
VALHold2026-03-13lot 02/10/2025
XARHold2026-03-13lot 08/27/2025
XLEHold2026-03-13lot 04/01/24

Timeline

Ticker2026-03-132026-03-202026-03-272026-04-032026-04-102026-04-172026-04-242026-05-012026-05-082026-05-152026-05-222026-05-292026-06-052026-06-122026-06-262026-07-132026-07-202026-07-272026-08-032026-08-142026-08-242026-08-312026-09-042026-09-082026-09-112026-09-142026-09-21
AAHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
AAP·························HoldHold
ACN··················HoldHoldHoldHoldHold····
AEMHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldTrimTrimTrimHoldHoldHoldHoldHoldHoldHoldHoldHold
AESIHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold··········
AGHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldTrim···········
AGIHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold··········
APA··HoldHoldHold··············HoldHoldHoldHoldHoldHoldHoldHold
ARHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
BA···············HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
BTUHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
CBHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
CDE·······TrimTrimTrimHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
CHKP············HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
CKHUY··········HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldTrimTrimTrim
CLFHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
COPXHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldTrimTrimTrim
CRHHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold·········
CSCOHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
CVEHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
DALHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
DGX····················HoldHoldHoldHoldHoldHoldHold
DVN·····················HoldHoldHoldHoldHoldHold
EEM··········HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
EL·····················HoldHoldHoldHoldHoldHold
EQNRHoldTrimTrimTrimTrimTrimTrimTrimHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
EWJTrimHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
EWSHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
EWZHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold·······
EXEHoldHoldHold————····················
FANG···HoldHoldHoldHoldHoldHoldHoldHoldHoldHold··············
FNVHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
FSLRHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
GDXHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold···HoldHoldHoldHoldHoldHoldHold
GDXJHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold···HoldHoldHoldHoldHoldHoldHold
GOLDHoldHoldHoldHoldHoldHold·····················
GOOG··························Hold
GOOGLTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimHoldHoldHoldHoldHoldHoldHold·
HBMHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
HCCHoldHoldTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
HPHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
IBKRTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrim
IBMHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldSell·············
IJSHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
JPMHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
LMTHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold····HoldHoldHoldHoldHoldHoldHold
MOHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
MTB··················HoldHoldHoldHoldHoldHoldHoldHoldHold
NEHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
NEMHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldTrimTrimTrimTrimTrimTrimTrim
NGDTrimTrimTrimTrimTrimTrimTrim····················
NHYDYHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
NOW···········Hold·HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
NTRHoldHold·························
PALAF··························Hold
PALLHoldHoldHoldHoldHoldHoldHoldHoldHoldHold·················
PARRTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrim
PBR·HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold··Hold·······Hold
PDNTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimHoldHoldHoldHoldHoldHoldHoldHoldHoldHold·
PSLVHoldHold·····HoldHoldHoldHoldHoldHoldHoldHoldHold···········
QNST················HoldHoldHoldHoldHoldHoldHoldHoldHoldHold·
RIGHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
RTXTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrimTrim
RYAAYHoldHoldHoldHoldHoldHoldHoldHoldHoldHold·················
SBSWHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
SHELHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold···········
SIITrimTrimTrimTrimTrimTrimTrimTrimSellSell·················
SLB·······HoldHoldHoldHoldHoldHoldHoldHoldHold·····HoldHoldHoldHoldHoldHold
STT··········HoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
TMUSHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
TRV··················HoldHoldHoldHoldHoldHoldHoldHoldHold
URNJHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
USOHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold··Hold·············
VALHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
WDOFF·······HoldHold··················
XARHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
XLEHoldHoldHoldHoldHoldHold··············HoldHoldHoldHoldHoldHoldHold

Hay — what changed

2026-09-21 · source
2026-09-14 · source
2026-09-11partial · source
2026-09-08 · source
2026-09-04partial · source
2026-08-31 · source
2026-08-24 · source
2026-08-14 · source
2026-08-03 · source
2026-07-27 · source
2026-07-20 · source
2026-07-13 · source
2026-06-26 · source
2026-06-12 · source
2026-06-05 · source
2026-05-29 · source
2026-05-22 · source
2026-05-15 · source
2026-05-08 · source
2026-05-01 · source
2026-04-24partial · source
2026-04-17partial · source
2026-04-10partial · source
2026-04-03 · source
2026-03-27 · source
2026-03-20 · source
2026-03-13 · source

Polomny — AIA Portfolio 17 position(s) · 13 snapshot(s)

Current as of the 2026-09-03 snapshot. Source: Polomny hub.

Current holdings

TickerRatingIn sinceNote
ABX—2026-03-13Abacus Global Management - Q2 2026; $100M buyback announced 8/13/26; 'We will need to see proof of execution'
AIM.TOHold2026-07-02Aimia (AIM.T) - Q2 2026; Bozzetto divestiture done ($270M); 'On hold while we wait and see what management buys'
CGEO—2026-01-04Georgia Capital PLC, printed CGEO.L - record NAV, buybacks; 'Steady as she goes'
ECH—2026-01-04Chile ETF - 'Could take a while to unwind the previous economic regulations'
GMSHold2026-01-04Gulf Marine Services, printed GMS.L - contract extension; 'Continue to hold'
HGLD—2026-05-03Patagonia Gold, printed (PDGC) (HGLD) - Calcatreu temporary suspension lifted
HKXCYHold2026-01-04Hong Kong Exchange and Clearing - record H1 2026, dividend +24%; 'This is a hold, and I might consider adding shares on weakness'
IVN—2026-01-04Ivanhoe Mines, printed IVN.T / IVPAF - no major news
LQDA—2026-01-04Liquidia - awaiting Judge Andrews' decision; still optimistic
MDI—2026-01-04Major Drilling - record Q1 FY2027 revenue
NSE.V—2026-08-03New Stratus Energy, printed NSE.V - close to signing in Colombia; 'a very speculative stock'
PDNHold2026-01-04Paladin Energy, printed PDN.T / PDN.A - FY2026 results good; 'This will remain a hold for me'
PTAL—2026-01-04PetroTal, printed PTAL.L / PTALF - no major news
SA—2026-01-04Seabridge Gold, printed SEA.T - no major news
SPM—2026-01-04Saipem, printed SPM.BSI - no major news
URNM—2026-08-03Sprott Uranium Miners ETF (URNM) - 'The bull market continues'
UZNF—2026-05-31Uzbekistan Investment Fund - market in a significant uptrend 'which I expect to continue'

Timeline

Ticker2026-01-042026-02-042026-03-032026-03-132026-04-052026-04-072026-04-152026-05-032026-05-062026-05-312026-07-022026-08-032026-09-03
ABX···Buy—————————
AIM.TO··········BuyBuyHold
BBD———————————··
CGEO—————————————
CNQ—————········
DBA·······BuyBuy——··
ECH—————————————
FRO··BuyBuy·········
FTI———————————··
GLO————————————·
GMS————————————Hold
HGLD·······BuyBuy————
HKXCY————————————Hold
IHS·———·········
IVN—————————————
LITP·······BuyBuy——··
LQDA————————Buy————
LVS—————————····
MDI—————————————
MER—————········
NSE.V···········Buy—
PDN————————————Hold
PTAL—————————————
SA—————————————
SPM—————————————
SRUUF————————————·
SU—————········
TDW———————————··
URNM···········——
UZNF·········Buy———
XOM—————········

Polomny — AIA Dividend Portfolio 7 position(s) · 13 snapshot(s)

Current as of the 2026-09-03 snapshot. Source: Polomny hub.

Current holdings

TickerRatingIn sinceNote
ARG—2026-01-04Amerigo Resources, printed ARG.T - no major news
DVYE—2026-01-04iShares Emerging Market Dividend Fund - no major news
FTW—2026-05-31Presidio Production Co. - Q2 2026 results as expected
HE—2026-01-04Hawaiian Electric - 'think of this as a zero-coupon bond' until dividends resume
ODFJF—2026-01-04Odfjell Drilling - Norwegian producers moving forward with exploration
SWPFF—2026-01-04Swire Properties - interim 2026, dividend +6%
TNGRFHold2026-01-04Thungela Resources - 'I am still bullish and will continue to hold'

Timeline

Ticker2026-01-042026-02-042026-03-032026-03-132026-04-052026-04-072026-04-152026-05-032026-05-062026-05-312026-07-022026-08-032026-09-03
ARG—————————————
BCS——————·······
BP—————········
DVYE—————————————
EC—————········
FTW·········Buy———
HE—————————————
NBGIF——————·······
ODFJF—————————————
SWPFF—————————————
TNGRF————————————Hold
TTE—————········

Polomny — AIA Permanent Portfolio 1 position(s) · 13 snapshot(s)

Current as of the 2026-09-03 snapshot. Source: Polomny hub.

Current holdings

TickerRatingIn sinceNote
WYBuy2026-09-03Portfolio Addition - Weyerhaeuser, 'the first addition to the AIA Permanent Portfolio' ('I do own it'); timberland asset play

Timeline

Ticker2026-01-042026-02-042026-03-032026-03-132026-04-052026-04-072026-04-152026-05-032026-05-062026-05-312026-07-022026-08-032026-09-03
WY············Buy

Polomny — what changed

2026-09-03 · source
2026-08-03partial · source
2026-07-02 · source
2026-05-31 · source
2026-05-06partial
2026-05-03
2026-04-05
2026-03-13partial
2026-03-03
2026-02-04
2026-01-04

Slegers — Compounding Quality Portfolio 20 position(s) · 35 snapshot(s)

Current as of the 2026-09-20 snapshot. Source: Slegers hub.

Current holdings

TickerRatingIn sinceNote
AMPBuy2026-01-01Conviction: high (green).
BNStrong Buy2026-01-01Conviction: high (green).
BROStrong Buy2026-01-01Conviction: high (green).
CSU.TOStrong Buy2026-01-01Conviction: high (green).
DNP.WAHold2026-01-01Sheet now HOLD (was BUY on the Aug sheet despite the Aug competition downgrade).
EVO.STBuy2026-01-01Conviction: medium (yellow) — forward PE 12.3x; Dart's mandatory bid at SEK 695 called too low.
FFH.TOBuy2026-08-16Added 20 Sep 2026: 30 sh at a CAD 2,300 limit, ~2.7% -> ~5.3%. EGM expected return 18.57% (on revenue).
GAW.LHold2026-01-01Only holding overvalued on all three models (-46.8% vs fair value).
HGT.LBuy2026-01-013.88 vs 5.6 NAV (31.0% discount).
III.LBuy2026-05-17Conviction: high (green).
IPARBuy2026-01-01Conviction: medium (yellow) — growth stagnated on US tariffs.
KKRBuy2026-06-21Conviction: high (green).
KNSLStrong Buy2026-01-01Conviction: high (green).
KPG.AXStrong Buy2026-01-01-41.8% YTD, 7th-worst in the universe.
LVMUYHold2026-01-01Conviction: low (red) — considering a switch to Hermes or a higher-conviction name.
MEDPBuy2026-01-01Only 5.0% below fair value; position +140% since Oct 2023.
SPGIStrong Buy2026-07-26Conviction: high (green).
TOI.VStrong Buy2026-01-01Conviction: high (green).
VBuy2026-01-01Conviction: high (green).
ZTSBuy2026-01-29-42.7% YTD, 5th-worst in the universe.

Timeline

Ticker2026-01-012026-01-222026-01-252026-01-292026-02-012026-02-052026-02-152026-02-192026-02-222026-03-082026-03-152026-03-192026-03-292026-04-162026-04-192026-04-282026-04-302026-05-072026-05-102026-05-172026-05-312026-06-182026-06-212026-06-252026-06-282026-07-092026-07-262026-07-302026-08-022026-08-162026-08-232026-09-012026-09-032026-09-172026-09-20
AMPBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
BNBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
BROStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
CSU.TOStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
DNP.WABuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyHoldHold
EVO.STBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
FFH.TO·····························—BuyBuyBuyBuyBuy
GAW.LHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
HGT.LBuyBuyBuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
III.L···················——BuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
IPARBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
JDG.LBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyHoldHoldHoldHoldHoldHoldHoldHoldHold···············
KKR······················———BuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
KNSLStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
KPG.AXStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
LVMUYHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHold
MEDPHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldHoldBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
NVOStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuy··
OTCMHoldHoldHold································
SPGI··························————Strong BuyStrong BuyStrong BuyStrong BuyStrong Buy
TOI.VStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyStrong BuyStrong BuyStrong BuyStrong BuyStrong Buy
VBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuyBuy
ZTS···———Strong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyStrong BuyBuyBuyBuyBuyBuyBuyBuy

Slegers — Compounding Quality American ETF Portfolio 5 position(s) · 35 snapshot(s)

Current as of the 2026-09-20 snapshot. Source: Slegers hub.

Current holdings

TickerRatingIn sinceNote
MOAT—2026-02-19Position return ~+31%.
RSP—2026-02-19Position return ~+30%.
USMV—2026-02-19Bought another $500 at $98.35 this month; position return ~+7%.
VB—2026-02-19Position return ~+65%.
XMHQ—2026-02-19Position return ~+20%.

Timeline

Ticker2026-01-012026-01-222026-01-252026-01-292026-02-012026-02-052026-02-152026-02-192026-02-222026-03-082026-03-152026-03-192026-03-292026-04-162026-04-192026-04-282026-04-302026-05-072026-05-102026-05-172026-05-312026-06-182026-06-212026-06-252026-06-282026-07-092026-07-262026-07-302026-08-022026-08-162026-08-232026-09-012026-09-032026-09-172026-09-20
MOAT·······————————————————————————————
RSP·······————————————————————————————
USMV·······————————————————————————————
VB·······————————————————————————————
XMHQ·······————————————————————————————

Slegers — Compounding Quality Non-American ETF Portfolio 3 position(s) · 35 snapshot(s)

Current as of the 2026-09-20 snapshot. Source: Slegers hub.

Current holdings

TickerRatingIn sinceNote
GOAT.AS—2026-02-19Position return ~+17%.
IUSN.DE—2026-02-19Position return ~+29%.
MVOL.L—2026-02-19Bought another EUR500 at EUR76.91 this month; position return ~+12%. Weight not separable from the pie image.

Timeline

Ticker2026-01-012026-01-222026-01-252026-01-292026-02-012026-02-052026-02-152026-02-192026-02-222026-03-082026-03-152026-03-192026-03-292026-04-162026-04-192026-04-282026-04-302026-05-072026-05-102026-05-172026-05-312026-06-182026-06-212026-06-252026-06-282026-07-092026-07-262026-07-302026-08-022026-08-162026-08-232026-09-012026-09-032026-09-172026-09-20
GOAT.AS·······————————————————————————————
IUSN.DE·······————————————————————————————
MVOL.L·······————————————————————————————

Slegers — what changed

2026-09-17partial · source
2026-08-23partial · source
2026-08-16partial · source
2026-08-02partial · source
2026-07-26partial · source
2026-07-09partial · source
2026-06-21partial · source
2026-06-18partial · source
2026-05-17partial · source
2026-05-07partial · source
2026-03-19partial · source
2026-02-19partial · source
2026-02-15partial · source
2026-02-05partial · source
2026-01-29partial · source
2026-01-01 · source

Positions as published by each commentator in their own newsletter/portfolio tables and recorded in this archive. Not investment advice, and not a record of any trade actually executed.