Published Gold Brief Investment Thesis (for GLDM). This is an evergreen page. Future updates of the thesis will stay on that page
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2026-01-23 Portfolio Update – APO, NVDA, OWL, PAX, PYPL
Put in $2000, then purchased: $300 for APO $300 for NVDA $200 for PAX $300 for PYPL $917.22 for OWL Blue Owl Capital (OWL) remains very attr...
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Sold all ADC, BNL, EPRT, then purchased: HHH This update was mostly to sell the fully valued REITs and buy more HHH. The REITs were at 100% ...
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Put in $4000, then purchased: $900 for APO $900 for BN $900 for PAX $300 for NVDA $800 for TSM $220.04 for HOOD Put in more cash this time t...
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Put in $2500, then purchased: $500 for APO $500 for BN $500 for PAX $673.87 for NVDA $500 for TSM I planned to stop putting in more cash las...
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