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 publish regular updates and send 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
| ANTITRUST INVESTOR PORTFOLIO | ||||||||
| Company | Ticker | Entry Date | Entry Price | Current Price | Performance | Days in Portfolio | Time to position | Time for the Event |
|---|---|---|---|---|---|---|---|---|
| Companies with a regulatory event pending | ||||||||
| CVSG Group | CVSG | 27/05/25 | 1272 | 1260 | -0.94% | 130 | Good | — |
| Bank Pekao | WSE:PEO | 10/07/25 | 186 | 181.2 | -2.58% | 86 | Good | — |
| Companies that already passed the regulatory event | ||||||||
| GXO | GXO | 09/06/25 | 42.53 | 53.73 | 26.33% | 117 | — | |
| Safran | EPA:SAF | 15/03/25 | 233 | 303.1 | 30.14% | 203 | — | |
| Zalando | ZAL | 23/06/25 | 26.95 | 26.96 | 0.04% | 103 | — | |
| Indra | BME:IDR | 22/09/25 | 35 | 39.32 | 12.34% | 12 | Good | — |
*Performance since initial entry; excludes taxes, fees, and FX.
- 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.
- Time for the event– Our traffic-light cue for likely timing:
- Green: No regulatory event expected or it is in more than one month.
- Orange: Regulatory event in less than one month (expected)
- Red: Regulatory event in a few days (expected)
Can I Buy All the Stocks and Wait?
If a company is in our portfolio, it’s because we believe in its potential. However, it’s not the same to invest in a company before its regulatory event as in one that remains in the portfolio after the event has already occurred. The first type usually has a higher chance of a price boost, making it a more attractive short-term opportunity. The latter may still be a solid stock, but at that point, it behaves like any other position in the market.
Situations
Event passed, but it is a good company:
In this case, we keep the company in our portfolio because we consider it a good business that fits our investment goals. The regulatory event has passed, and any boost from it is probably gone, but that doesn’t prevent the company from performing well. In this scenario, you should do a financial analysis to decide whether to add it to your portfolio or not. We will publish regular updates on our stocks, sometimes including price targets and our plans, which may help.
Event coming:
In this case, the stock is at a good moment to be included in your portfolio. The price may differ from the one we had (if you didn’t include it from the beginning), and this may affect overall performance—either better or worse. Nonetheless, we indicate the price at which we added the company to our portfolio so you can see how this could affect you.
No event expected:
On some occasions, we may add companies to our portfolio because the regulatory landscape suggests they will benefit, but there is no single event that will trigger a boost like in the other cases. For these situations, we will explain in the company analysis the reasons for inclusion and our entry price.
What About Updates and News?
We publish a weekly article 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. Even so, we recommend checking the website periodically to stay current on the latest news affecting our companies.
