💼Model Portfolio
The current model portfolio based on the Convergence Thesis. Positions, weightings, recent changes.
🚧 Will be activated after book launch
👁️Watchlist
Titles on the radar. Not yet in the portfolio, but under observation — with reasoning and entry criteria.
🚧 Will be activated after book launch
🔧Tools & Calculators
Calculators and tools for your own convergence analysis. Position sizing, risk assessment, correlation check.
🚧 Will be activated after book launch