John Doe Portfolio Update: Fall Edition
Getting Concentrated In The Best Ideas, Recent Moves & What I'm Looking To Sell
I had a long day on the road yesterday, but I figured it was high time to write an update on the John Doe Portfolio. For subscribers that are newer to the Substack, I manage a couple of accounts for family members and a portfolio for the so-called John Doe. He has generously allowed me to write what I’m doing with his portfolio as long as I keep him anonymous. Below is the last update on the portfolio from this spring.
