Paid subscribers to Jonah’s Growth Stock Deep Dives receive 2-3 deep dives per month (8,000+ words), 1-2 mini deep dives per month (2,000+ words) and 15-20 quarterly earnings writeups plus access to my investment models and investment portfolio spreadsheet with real-time activity, notes/commentary, charts and much more.
My investment portfolio is up +160.7% in 2024, after being up +134.7% in 2023 and now up +2,675% since January 2020 when I got back into investing full-time.
My investment strategy is as follow… I own 15-20 high-quality growth stocks (core holdings) plus 10-20 swing trades, with the best fundamentals at the most reasonable valuations. If the fundamentals remain strong and valuation remains reasonable then I’ll add on pullbacks. I only want to own stocks that have at least 50% upside within the next 1-2 years and at least 100% upside within the next 3-4 years. My objective is to maximize upside in good markets and minimize downside in bad markets which I accomplish by being very selective in what I own but also using technical analysis and hedges to protect my portfolio gains.
If you’re into technical analysis (which I am) because it’s critical for trying to determine where your stocks might find support plus swing trading and hedging intraday — I would highly recommend TrendSpider which I’ve been using every day for the past 4+ years. Save up to 50% off their annual plans with my discount link… http://trendspider.cc/luptoncapital
If you’re already a TrendSpider customer (or about to become one), you can email the team at hello@trendspider.com and ask for access to my custom scanners which I use every morning for my trading portfolio.
LNTH Q2 earnings report: https://investor.lantheus.com/news-releases/news-release-details/lantheus-reports-second-quarter-2024-financial-results
LNTH Q2 earnings webcast: https://edge.media-server.com/mmc/p/ccjcrtu3/
