Equity research and portfolio performance with one goal: beating the S&P 500.
I launched this portfolio on October 11, 2024 to show that disciplined value investing can consistently create alpha in a market dominated by short-term momentum. Every position is driven by research and sized with a defined risk and reward profile, while downside risk is carefully managed. This portfolio reflects real capital allocation and has delivered performance above the benchmark.
* Disclaimer: Some positions that contributed to performance have already been sold for a gain and therefore are not reflected in the current portfolio snapshot shown here.
I am a finance student at the University of Georgia with a lifelong passion for the stock market. I began investing at age 11 and have spent the past seven years actively managing my own portfolio through volatile periods including the COVID drawdowns, rapid rate hikes, and the AI-driven rally.
What excites me most about the market is that it is never stagnant. Every day brings new information and forces you to adapt. If you are not looking for new angles and constantly learning, you fall behind. I thrive on that constant challenge. For me, investing is not about money. It's about percentages, discipline, and testing myself against one of the most competitive fields in the world.
At my core I am curious, resilient, and driven. I see investing as a lifelong pursuit that combines analysis, adaptability, and a relentless desire to improve.