Asymmetric Edge Portfolio

Below is portfolio and its performance

I am building the portfolio in steps so that you don’t miss the train in case you join later.

I am using Interactive Brokers (affiliate) to execute the transactions.

Asymmetric Edge Portfolio:

return in 2025 (launched on 2025-04-09): 74.64%
2026 YTD (end of February) return: 21.25%
allocation: 95.0%

“Asymmetric Milk the Watchlist” tracker

The concept behind this is introduced in this article.
Transaction tracker can be reached here.

Some notes:

What is included in the calculations:
- dividends and dividend reinvestments
- currency exchange rate fluctuations (everything is shown in US$)

What is NOT included in the calculations:
- commission fees, taxes or other charges
- inflation adjustments not included

Other notes:
- current price = market close price
- proof of transactions can be checked here
- portfolio is updated on this page
    a) at the end of each month
    b) if any transaction happens

Want the rest? It’s for paid members. 💥 Full access costs just $59.90/year - about a price of an espresso a week. ASYMMETRIC EDGE helps you spot tomorrow’s winners. If you’re serious about building wealth through smart stock selection and sector analysis, this is your edge to stay ahead of the market.

Asymmetric Edge Portfolio

portfolio launch date: 2025-04-09
last updated: 2026-03-02

Valuation is with 15% discount rate in all cases.

2025-02-27 status