This week's portfolio · Jun 29, 2026

Positions, target weights, stop levels, and this week's changes.

live track record on Dub · more about Lionshare · 6-year backtest· FAQs

Every Monday I publish a full stock portfolio I run with my own money, every position with its exact weight and stop. The complete record is public on Dub so you can check it before you trust it.

This week’s summary

• Stance · fully invested

• Positions · 10

• Added · 0

• Removed · 6

• Cash · 0%

The setup this week

I’m staying fully invested. The market reads a little more mixed than it did a few weeks ago, but not enough to step back. Roughly six in ten stocks are still trading above their long-term trend, and the running count of stocks rising against those falling keeps climbing. The exception is the index itself, which has slipped under its 50-day average while holding well above its 200-day. That is a short-term dip while the longer trend still points up.

The read underneath shifted a little, putting more behind sentiment and easing off quality, while growth, momentum, and value sat about where they were. Small as that move is, it still rearranged the weights. Several positions changed size and a handful of small names dropped off the list. The system runs the same way every week. The weights are this week’s and I have simplified the strategy to work on 10 positions. I will share a short post soon on how I’ve reduced the number of positions from ~15 to ~10 to improve simplicity while maintaining performance.

Below the line, paid subscribers get the full list, every position with its weight and stop.