Real Worth Stocks September Model Portfolio review

I’ve increased my holding of one UK microcap from 11% to 18% of the Real Worth Stocks model portfolio. I explain why, and also:

• Review all stocks in the model portfolio, stating whether they are buy, sell or hold.

• Share my current stock watchlist.

• Explain the mental model of ‘Redundancy,’ useful for limiting downside and increasing the odds of upside for potential investments.

The model stock portfolio is a real money portfolio, held since Q1 2020, and includes stocks purchased under three strategies:

1. Net nets

2. Merger-arbitrage

3. Small Cap Value: stocks thought to be priced below the intrinsic value of businesses they represent.