Investor Intelligence
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
Investor Intelligence
How Our Investing Ideas Have Held Up: March 2026
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Every month, we open the books.
In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers.
Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate.
But performance stats only matter if you understand what’s driving them.
So we break down what worked, what didn’t, and where we see the most compelling opportunities from here.
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