The last Substack for the year is out: 2026 Portfolio Updates & Ideas!
This is a long one and goes deep into my personal portfolio management philosophy, ideas I have for 2026, sectors/names I'm interested in even if I haven't bought yet, actual core positions for next year, hedges, and more. Hopefully it serves as somewhat of a framework that can help think about different ways of thinking of risk, capital preservation, and more. As always, the substack is free with no paywall and free to subscribe to as well.Looking forward to hearing other perspectives and top convictions going into 2026 for other people!Source: amit
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