Today's Issue Read Time: <2 minutes

• Feedback from Last Week's Stock Pick​
• My New Deal with You
• 2022 Stock Picks Review (+3 Lessons!)

And More!

🦁 Did I Unleash a Beast Last Week?

Tons of feedback poured in!

Some readers called me crazy for trying to beat the market (maybe I am). Others suggested I should charge for the stock picks (thanks, but I will keep them free for the time being). Many found the promised transparency refreshing.

So, what's next?

I've decided to stick to the original plan: beating the market in public and sharing everything for free. But I’ll be making some minor adjustments.

📊 Here's the New Deal:

• Stock Picks: You will get one stock pick every other week instead of weekly.
• Off Weeks: I will use the extra Sundays to share with you curated articles, killer resources, and performance updates.​
• Value-First: If I can't find anything valuable to share with you, I won't send any email that week. You have my word.

📈 Performance Review

In October 2022, I decided to do something wild for the first time — pick 7 market-beating stocks and share them publicly on Twitter. Aiming, of course, to beat the market, the S&P 500. Why else are we bothering?

These were the chosen ones:

We’re only halfway to the ultimate three-year review, but I thought it would be fascinating to see how well these picks are performing so far.

So, here’s what happened:

1. They beat the market by 10+ percentage points 🎉
2. They delivered a 56% total return in average! 😲
3. The top performer returned a 158%! 🤯

You'd agree with me that this portfolio deserves some extra credits for achieving this feat in a year where only the "Magnificent 7" stocks seemed to make real money.

So, what can we learn from all this?

3 ideas come to mind:

1. The key to beating the market is... investing in exceptional companies at reasonable prices.
2. Investing is asymmetric: The top pick covered for all losers while still delivering an additional 130% return and beating the market by 84 percentage points.
3. Accept your mistakes: I aim for 60% accuracy. Even though 71% of these picks brought positive returns, only 43% beat the market. I can do better.

I'm excited for the journey ahead with these picks. They still have 1.5 years to prove their ultimate worth. So let’s keep learning and growing with them!

🔮 Next Week:

Don't miss out on a stock pick that could redefine your portfolio.