Portfolio directory
Every portfolio, in one place.
Review current holdings, selection schedules, cohort history, and transparent calculated performance.
Active portfolios
6 trackedFlagship Fund
Annual January 1 selection, held through December 31.
Annual rebalance20 active holdings
Total returnSince Jan 1, 2026
+491.90%Monthly Combined Portfolio
Two monthly value sleeves plus a rolling three-month Small/Mid sleeve.
Monthly rebalance13 active holdings
Total returnSince Aug 22, 2026
+377.84%Insideredges.com Monthly Portfolio
Three monthly picks held as three overlapping monthly cohorts.
Monthly pick, quarterly hold3 active holdings
Total returnSince Aug 22, 2026
+187.01%AI Second-Hand Effect
Quarterly rebalance0 active holdings
Total returnSince Sep 5, 2026
—Tech Growth
Quarterly rebalance0 active holdings
Total returnSince Sep 5, 2026
—Perplexity Portfolio
Monthly rebalance0 active holdings
Total returnSince Sep 5, 2026
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