A new month often feels like a fresh start. Social media and newsletters flood you with lists of “10 stocks to buy now.” My approach is more boring — on purpose. When the calendar flips, I do not automatically change stocks. I check whether my conviction still holds.
What I do at month-start
I run through three simple questions: (1) Do I still understand the business as well as when I bought? (2) Has there been new information that changes the case — not just price noise? (3) Would I buy the same stock today with what I know now? If the answers are yes, holding is often right. If something has broken, it is time for an honest reassessment — not panic.
This is not a formula. It is a habit. Concentrated investing with one primary position requires separating noise from signal. A bad week is not the same as a broken thesis. A strong week is not proof you will be right forever either.
Patience is part of the strategy
Many people confuse activity with skill. Trading often feels productive. But if your edge is research and conviction in one company, patience is part of the strategy. You already invested time understanding the case. Selling too early just because a new month “must” bring something new is an expensive habit.
At the same time, patience is not the same as stubbornness. If the fundamentals change, or if a better idea is ready, I switch. That is exactly what subscribers see on the member page: what I hold, when I bought, and what changes my view — not a weekly tip post.
What you can follow
The track record is still open to everyone on the Our returns page. There you see the history since 2020 — gross, with good years and hard ones. The current conviction position (ticker, buy date, return and note) is for logged-in subscribers. It is my personal portfolio, not a recommendation for you.
If you are new here: welcome to August. Use the new month to ask yourself the same three questions about your own investments. That is worth more than most lists of “stocks of the month.”
I am not a licensed investment adviser. All content is personal opinion. Investing involves risk — past returns are no guarantee of future results.