Nick Hodge,
Publisher
March 11, 2025
At Foundational Profits, we are beating the market.
We always do it with 20 positions or less.
Right now we only have 15 positions. That by itself should tell you something. We aren’t all bulled up and fully invested.
Of those 15, one position — cash in a short duration funding yielding over 4% — makes up nearly 33% of our invested capital.
What are the other 14 positions? And how much of each do we own?
Well, that’s for paying members who pony up the grand sum of $249 per year to self-manage their portfolio in a way that’s consistently outperformed the market over a decade. You can do that here.
But I’ll give you a sneak peek…
After cash, our next largest position is gold. We own it via the SPDR Gold Trust (NYSE: GLD). It’s about 18% of our portfolio. And we first bought it in late February 2022. Gold has outperformed the S&P 500 by more than 100% over that time.
Another 12% is in gold stocks via the VanEck Junior Gold Miners (NYSE: GDXJ). With gold near record prices close to $3,000 per ounce, gold miners have been printing cash. That fund is up 40% over the past year while the S&P 500 is up 10%.
That is nearly two thirds of our portfolio in three positions that are now mercy crushing the broader market.
Where is the remaining third of our portfolio?
As you can imagine, that info is for subscribers only.
But I will tell you that another 10% is spread across three consumer staples, and that has been the best-performing sector of the S&P over the past month as tech stocks get body bagged.
Can you read one issue per month and follow simple instructions to buy a few large-cap stocks and ETFs?
Of course you can.
That’s all you need to do to successfully self-manage your own portfolio.
No crazy strategies. No leverage. No trading.
Just straightforward analysis and portfolio management. With Foundational Profits, you see exactly how I’m managing my long-term portfolio and get to follow along.
Issues come out the second Friday of every month. There will be a new one out this Friday.
If you need help figuring out the market given current volatility and rampant selling, I encourage you to check it out.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle