Active Portfolio Alert 02/10/2025

Adding five new stocks...

The Active Portfolio (AP) is flush with $100k in cash, sitting at 40% of the portfolio. This comes after being fully invested for a good part of the time since we launched the Active Portfolio in May 2022. The Active Portfolio ~3 year compounded annual growth rate (CAGR) is approximately 33%.

Now that the AP has locked in over 88% of the gains from TSSI’s multi-bagger move, realized full gains from big performers like BLBD and CRAWA (up 77% and 103% at the time of removal, respectively) and removed some under-performers, we’re excited to start deploying the cash into new positions that we think are undervalued.

We are starting by adding four stocks from the MSMqi and one stock about to be added to the MSMqi.

This is a follow-up move based on last week’s messages in the Active Portfolio Chat that paying subscribers can access.