September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go.
Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now.
It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed.
So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think.
Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story.
But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay.
So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats.
The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea.
You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets.
And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go.
I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now.
Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise.
So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think.
Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed.
The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay.
I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck.
The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea.
I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore.
That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go.
When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now.
Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise.
I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month.
It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now.
It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story.
I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck.
Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea.
The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding.
The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in.
When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now.
Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks.
I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all.
Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers.
It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story.
It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results.
Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats.
But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats. The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update.
The thesis worked, my target's been reached, and I'm taking the win and closing the idea. That caution was well-timed. And that brings us to the task at hand: the Finimize Portfolio update. September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in.
September was… eventful. When the momentum disappeared, I did too. I'm holding. Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go.
Stocks shrugged it off. Falling below one moving average isn't necessarily a dealbreaker. But falling below a few becomes harder to ignore. Where I stand: I'm sticking with these (ahem) powerful assets. It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now.
It's enough upside to get involved, but not enough certainty to go all-in. I'm not going anywhere just now. I still think it has long-term potential. But as a growth and momentum investor, I have to look beyond where a company could eventually go. So let's go analyst by analyst and look at what worked, what didn't, and what needs to change now. Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed.
Still, two weeks is just two weeks. It's early, but things are swimming along nicely. Some profit-taking shouldn't come as a huge surprise. Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers.
Every month, we revisit our open ideas, check the results, and consider what's changed. It's not that I've suddenly gone cold on the trend. Not at all. The ETF was my worst-performing idea last month. But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story.
But under the surface, things are far less pretty. It's a simple but effective way to interpret what investors broadly think. I see those three as temporary speed bumps, not thesis-breakers. So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay.
So I'm sticking with a half-position for now. Higher yields are a pain, but the bigger story hasn't changed. Not bad for a blender maker. The big takeaway: higher bond yields knocked some of my favorite defensive investments last month, but they haven't changed the long-term story. But let's be real: one good quarter doesn't mean those margins are here to stay. The next big test comes when it releases its latest quarterly results. I'd already cut the position by half in mid-August, when the price got stuck. You can follow every trade in the tracker, with links to every investment case and up-to-date performance stats.
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Cybersecurity Portfolio
TL
Theodora Lee Joseph, CFA
Analyst+94%
● BuyOpened Mar 11 2025
As digital threats rise, cloud use expands, and regulation tightens, cybersecurity is an especially intriguing theme.We'll tell you when the analyst updates this idea.
+94%Absolute return
+53% Relative return Updated yesterday
● This idea● S&P 500 indexTotal return+94%
vs S&P 500 index+53%
Max drawdown-15%
Holding period19 months
M
Microsoft Corp
MSFT · NASDAQC
CrowdStrike
CRWD · NASDAQP
Palo Alto Networks Inc
PANW · NASDAQD
Datadog
DDOG · NASDAQC
Cloudflare
NET · NYSEZ
Zscaler
ZS · NASDAQS
SentinelOne
S · NYSEAnalysts, by name
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Data Center Portfolio
● BUYUpdate
+24%

TJX Companies
● BUYUpdate
-5%

Microsoft
● BUYUpdate
+1%


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