Our portfolio is simple and straightforward, so it hardly needs an introduction. However, the first time you explore it, you may still have some questions. In this article, you’ll find useful information to help you understand the table and answers to some of the most common questions.
Before that, though, we’d like to explain a few key features:
Dynamic by design. Our portfolio is driven by regulatory events, so the number of holdings will vary over time. There may be times when we don’t hold any active positions, but there will almost always be companies on our watchlist — waiting for the right moment to act.
Different clocks for different events. Some situations last weeks; others can play out over many months. That doesn’t mean we wait until the very end to act. Entry and exit timing depends on where an investigation or market study stands.
- We sometimes hold after the event if the company’s fundamentals are strong.
- Other times, a position may last a week or less.
- In some mergers, we might plan for a 3–4 month window, but if a better setup appears, we may take slightly smaller gains to redeploy capital elsewhere.
You won’t miss the moment. We send weekly updates and entry/exit alerts when action is needed. This isn’t a fully passive dividend strategy; we monitor events continuously so we’re not caught off-guard—and you’ll receive alerts when it’s time to move.
Example of Portfolio
| Company | Ticker | Entry Date | Entry Price | Current Price | Performance | Days in Portfolio | Time to position |
|---|---|---|---|---|---|---|---|
| Bank Pekao | WSE:PEO | 10/07/25 | 186 | 192.95 | 3.74% | 133 | Good |
| Getty | GETY | 03/11/25 | 1.73 | 1.49 | -13.87% | 17 | Good |
| Shutterstock | SSTK | 03/11/25 | 22.26 | 20.31 | -8.76% | 17 | Good |
| SAP | ETR:SAP | 17/11/25 | 211 | 208.3 | -1.28% | 3 | Good |
| Company | Ticker | Entry Date | Initial Price Coverage | Current Price | Performance | Event | Time to position |
|---|---|---|---|---|---|---|---|
| Sanofi | EPA:SAN | 85.77 | 86.58 | 0.94% | Investigation | Not Yet | |
| Empiric | LON:ESP | 78.65 | 76.6 | -2.61% | M&A | Not Yet |
- Company – The business we hold. A note explains why it’s in the portfolio.
- Ticker – Exchange symbol so you can find it easily in your broker.
- Entry Date – Day when it was included in our portfolio
- Entry Price – Price at which we bought the stock
- Current Price – Price of the stock the last time we update the portfolio
- Performance – Return since our initial entry.
- Days in Portfolio – Number of days since we incorporated the stock
- Time to Position – Our suggestion whether it is a good moment or not to position on this stock based on the regulatory event.
Can I Buy All the Stocks and Wait?
If a company is in our portfolio, it’s because we consider there is a potential upside driven by an upcoming regulatory event. However, there is always a risk that the regulatory event does not conclude as expected.
For How Long Do We Hold the Stock?
We hold the position until the anticipated catalyst—such as an M&A deal or regulatory ruling—materializes. Typically, this event triggers a positive impact on the share price. This repricing is often immediate in M&A scenarios, whereas the impact from regulatory investigations or market studies may unfold over one to two weeks. Once this value is realized, you can either liquidate to redeploy profits into a new opportunity or continue holding based on the company’s long-term fundamentals.
What About Updates and News?
We publish a weekly newsletter with updates on our portfolio, news affecting current holdings, and any potential entries or exits.
If multiple developments impact the portfolio, we’ll publish extra updates and send alerts when action is required.