2 Comments
Mar 29Liked by Longacres Finance

Awesome analysis. I appreciate how your articles always atke a unique and thoughtful approach. I am excited to see the portfolio reveal.

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Thank you Eric!

I’m on the fence about turning this into a 4 part series by adding a valuation element to the model portfolio. At the very least I’d like to backtest it to see if it merits inclusion.

Suffice it to say I likely won’t be able to complete it this weekend so the portfolio will probably be ready for May 1st rather than April 1st.

Thanks for the comment. Always a pleasure to hear that someone enjoys the content.

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