Allocation
Holdings
| Ticker | Price | Value | Gain/Loss | Alloc % |
|---|---|---|---|---|
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CAGR Calculator
Upcoming Earnings
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Holdings Management
| Ticker | Name | Avg Cost | Cost Basis | Value | P/L (Stock) | P/L (FX) | Total P/L | P/L % | Account | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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Elite Investor Activity
Which tracked investors also hold your positions
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Transaction Ledger
| Date | Ticker | Action | Shares | Price | Total (Native) | Total (GBP) | Account | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Closed Trades
| Ticker | Company | Entry | Exit | Days Held | Cost (GBP) | Proceeds (GBP) | P/L (GBP) | Return % | Ann. % | Actions |
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Performance Track Record
Performance vs Benchmark
| Period | Robert Dee ACSI | MSCI World | Alpha |
|---|---|---|---|
| 2025 | -- | -- | -- |
| YTD 2026 | -- | -- | -- |
| Since Inception | -- | -- | -- |
Returns Breakdown
Currency Impact
Allocation Tool
Rebalancing Sandbox
Model changes without affecting your actual portfolio.
Adjust Holdings
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Simulation Results
Click "Simulate" to see projected portfolio.
Portfolio Projections
Deterministic Projection
Based on weighted average CAGR: --%
CAGR Breakdown ⓘ
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Projected Values
| Year | Projected Value | Growth |
|---|---|---|
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Monte Carlo Simulation
10,000 simulations | Volatility: --%
Watchlist
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Earnings
Upcoming Earnings
| Stock | Date | Days | Status | |
|---|---|---|---|---|
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Generate Earnings Report
Recent Reports
From C:\Users\Robert Dee\Documents\Earnings Research
| Report | Generated | Actions |
|---|---|---|
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Research Centre
New Research
Research Library
C:\Users\Robert Dee\Documents\Thesis
| Company | Type | Date | Actions |
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Savings Accounts
| Institution | Product | Holder | Balance | Rate | Maturity | Notes |
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THE BLUEPRINT
Ten Principles for Generational Wealth
I. SCALE ECONOMICS SHARED
Own businesses that pass savings to customers. Customer reciprocation is the superfactor.
II. THE POWER OF INACTION
Your real money is made sitting. The decision not to trade is an active decision.
III. SECOND-LEVEL THINKING
Be different AND right. Understand the business better than the market does.
IV. AVOID LOSERS
A string of consistently good returns beats occasional brilliance punctuated by disasters.
V. EXPLOIT CYCLES
The pendulum always swings. Keep cash. Buy when others cannot.
VI. CONCENTRATE
Own 6-10 positions. Know each one deeply. Diversification is protection against ignorance.
VII. CLONE SHAMELESSLY
Follow superior investors. Convergent wisdom is not coincidence.
VIII. RESPECT THE CURVE
Small edges compound into massive outcomes. Minimise fees, taxes, and friction.
IX. PRICE DISCIPLINE
For wonderful businesses, fair prices are fine. For mediocre ones, demand a discount.
X. TEMPERAMENT OVER INTELLIGENCE
The ability to look wrong and stay the course is the real edge.
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
Earnings vs Stock Price
"If you can follow only one bit of data, follow the earnings." — Peter Lynch
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Settings
Portfolio Rules
Manual Price Overrides
Set manual prices for tickers without live data.
Target Allocations
Set target allocation % for each holding to enable rebalancing alerts.
13F Tracker Integration
Connect to your 13F investor tracking database.
Multibagger Screener
Based on Yartseva (2025) empirical analysis of 464 stocks achieving 10x+ returns. View methodology →
Company Identification
Size Factor
Small-cap (<$1bn) stocks show 37.7% annual excess returns vs 9.7% for large-caps
Value Factors
Total Equity ÷ Market Cap
FCF ÷ Market Cap × 100 (DOMINANT)
Leave blank if negative earnings
Profitability Factors
Investment Pattern
Should exceed asset growth for optimal pattern
Technical Factors
Negative is bullish
Based on "The Alchemy of Multibagger Stocks" by Anna Yartseva, CAFÉ Working Paper No.33 (2025). This tool is for screening purposes only.
13F Tracker
Track holdings of elite investors via SEC 13F filings
Section A: Individual Investor Holdings
Select an investor to view their holdings
Section B: Clustering - Stocks Held by 3+ Investors
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Section C: Position Changes
Quarter-over-quarter changes across all investors
New Positions 0
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Increased Positions 0
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Decreased Positions 0
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Exited Positions 0
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Technical Monitor
200-week moving average analysis across all tracked stocks. Sorted by proximity to MA — best opportunities first.
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