Track and manage your investments and watchlist in one convenient place. With our My Portfolio tool, you can easily monitor your businesses, track their financial performance, and make informed decisions, all in one powerful platform.
Below is the comprehensive dashboard I developed to monitor key metrics for my portfolio and watchlist stocks. The dashboard consists of multiple pages and you can navigate through them by clicking on the page numbers or arrows located at the bottom.
My portfolio and watchlist primarily consist of global quality businesses that exhibit high Return on Invested Capital (ROIC), moderate to high revenue growth, strong cash conversion, low payout ratios and low debt levels. I focus on businesses with a durable economic moat, founder or family leadership, and those operating within a monopoly or oligopoly. These characteristics often correlate with long-term market outperformance.
Since inception in June 2022, my portfolio has achieved an annualised return of 33.6% p.a. (as of March 2025). This significantly outperforms the MSCI All Country World Index, which returned 16.6% p.a. over the same period. I have not sold any stocks since the inception of the portfolio and don’t intend to do so unless there is a very good reason.
If you believe this dashboard will be beneficial for managing your own portfolio and watchlist, please feel free to contact me. I have already added a user’s portfolio and watchlist which can be viewed using the pull down menu at the top right of the dashboard. While the portfolio and watchlist can be seen by users of this website, no personally identifiable information is shown. Sharing our portfolios can help our community identify new investment opportunities!
Our data is refreshed every three hours to ensure you have up-to-date information for your investment decisions. Bookmark this page and check in regularly to identify the latest opportunities.
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Need a refresher on any of the financial metrics used in the dashboard? Our Stock Investing Glossary is just a click away, providing clear definitions and explanations to help you make informed investment decisions
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