Chuyka portfolio is live
With a cool twist
As I’ve mentioned in my previous post I’ve been working on some side projects connected to this substack. Now that one of them is finally more or less done - I am happy to share it.
The aim of this substack - is to cover my experience building an active portfolio after more than a decade of passive investing. That subject interested me for some time, so I’ve decided to give it a go.
Experiment is fair - when everything is transparent. I show all my positions with all ups and downs.
Currently mostly downs.
Fully transparent portfolio
Right from the start I thought I will create a live site for my portfolio which will help me track my results. So here it is.
The site holds all my positions current and closed. Data updated daily. The detailed holdings are in the portfolio page.
Easy to view DCF models
My main issue with open portfolios on substack is that some authors do post their analysis and add an EXCEL DCF. Which is good. But downloading them and trying to get through while understanding all the assumptions relevant to evaluation - is as fun as getting wet on a cold rainy day. Not fun.
So I’ve made my tool for displaying DCF model inputs and outputs. You may have seen some of the charts that this tool produces in my Dorman thesis writeup.
Site currently holds only relevant stocks that are in my portfolio, but I will soon add others that are modelled but are on my watchlist waiting for an entry point.
Each line of the FCFF DCF is accompanied by relevant commentary and visual representation of the model output. So all calculations remain reproducible.
Models will be stored to be later compared. This approached helped me with Nike model teardown that highlighted many flows my older models had.
Now for the cool twist.
Substack ideas and chatter radar
What I personally struggle with as a solo investor - is idea generation. One of the approaches I found useful is monitoring the local substack community full of bright and determined investors. Number of substacks I’ve been reading have been growing rapidly and now is over 20. Which is a lot.
While most of the really useful stuff is behind paywalls - some of it out in the open. And what gives substack investor community it’s edge - authors really try to be genuinely helpful and thorough in their comments.
Most of the stocks on that radar are household names - NVDA, GOOGL, MSFT, META. It is fun to see how sentiment changes on them.
But most importantly sometimes a new name appears with conviction or comments from multiple authors - and that peaks my interest.
Those go into chatter picks.
I manually label them from data I pull in the background. This is where my analysis starts. A decent company goes into watchlist - and that page I will be developing next.
I hope to follow up with more useful features that I will bring from background into publicly useful tools.
Thank you for attention to this matter.
Consider subscribing.