The Disciplined Growth Portfolio (real time)
Please use the following link to launch the portfolio.
Please note: there is a printable PDF of The Disciplined Growth Portfolio (including additional qualitative and quantitative data points) in each of the following posts…
This report shares the latest update on the BH Disciplined Growth Portfolio (38 current positions, not at all equally weighted), including several small new trades as well as a continued focus on powerful long-term growth opportunities. After this week’s stellar Nvidia earnings, a lot of investors are left wondering “what unexpected, good news can possibly remain for this already unprecedented AI growth story?” And the answer, of course, is building a prudently concentrated long-term growth portfolio that will benefit from AI (including AI hyper-scalers and “picks-and-shovels” companies”) but also healthy growth businesses benefiting from opportunities beyond just AI. Enjoy!
This report shares the details on all 40 positions in the Disciplined Growth Portfolio. Not only were there several big wins this past week, we could see fireworks in the week ahead as 5 of the Mag 7 are scheduled to report earnings (which will have dramatic impacts on the entire market).