This review is my updated version, in the format that is currently used in reviews, from October 2026. The figures below are those that were current as of August 29.
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What happened this week
The week started following a week of sharp losses where the largest positions declined the most. Monday's list continued to be fully invested in stocks, picking up three new names, the two largest maintaining their size while most of the rest saw a change. By Friday most of the list declined again, but with only three out of 10 positions rising. The portfolio still outperformed.
The portfolio ended the week up 1.2% while the market grew 0.4%. The path was more complex than this as the portfolio fell on Monday and then rose to around 3% on Thursday, but Friday reversed most of that gain. The market stayed flat all week but started moving on Thursday. No positions were traded during the week.
Out of ten positions, seven declined and if they were all weighted to be equally large, the week would have ended up slightly down. This was made up for by the weighted returns. The positions that fell most were small positions and the largest position was one of the three positions that increased. This week's performance is the reverse of last week's. Last week, the portfolio dropped 8.4%, while an equal allocation of the 10 stocks in the portfolio would have dropped about 4%.
This is deliberate because the list is designed to be concentrated, and a week like this highlights the concentration effect. When the largest positions perform the result is usually dominated by just a few positions, irrespective of the rest of the list. The reverse also applies if the largest positions decline.
How did the largest position in your own portfolio perform this week?
The record
I have been using Dub to grow my portfolio that is worth $62,131 now (up from $30,000 invested on 12 January). This week the portfolio has increased by $749 since Monday's open. My whole portfolio is self-funded, all of my trading is on Dub for anyone to see.
Next Monday
Every Monday, the list is reset from the beginning, so it could look the same or very different next week, as it is always based on a re-reading of the market before the market opens either way.
The weekly recap above will always be free to share the results transparently, and the performance is publicly available on Dub. On Monday the system score about 2,000 US equity stocks to selects a new portfolio to hold for the week.
Paying subscribers get the full list of 10 positions, their exact weights and their stops, which are the same I also use for my own capital that morning, before the market opens. Upgrade to see the exact positions I hold on Monday, before the market opens, and that you can follow in just 30 minutes (see a previous Monday’s full email here)