Despite the market turbulence that’s occurred in 2025, I am happy that the Active Portfolio (AP) is still holding above the $200,000 mark and a 3 year CAGR of 30%.
I thought it will be a good time to revisit the price targets that we’ve placed on some of the stocks in the AP, as well as initiate targets, where we had not done so.
I’m also displaying price range targets, as opposed to one number.
As discussed in the video, I’m considering removing two stocks from the AP to make room for more timely selections.
We are also going to reestablish a larger position in a stock, where we had previously locked in some nice returns on. We will be tripling the size of the position. After further analysis, the story seems to be re-accelerating and looks really good for the next 6 to 9 months for a potential 100% move. The video explains the information arbitrage backing this decision.
As a reminder, our price targets are only 12 to 18 month price targets and can change as each earnings report season comes and goes.
Overall, we have three price target initiations, three upgrades and two downgrades.
I have inserted an image of the slide from the presentation that shows all of this.
I’ve also highlighted the stocks that are my favorite in the color Green, the ones I am watching closely (to go to favorites) in Blue and the stocks on the sell block in Red.
I hope you enjoy the video and that it helps you navigate the Active Portfolio. As always, if you have any questions or suggestions, please let me know.
By the way, stay tuned! You are all going to get a first look at a new information arbitrage product I’m building. Any feedback will be appreciated.
See the key slide below to see the stock we just tripled the exposure to in the Active Portfolio and to see the slide highlighting the price target changes we made to the AP.
