Performance Tracking for the Irregulars

This Spreadsheet tracks the stocks we’ve chosen to focus on as Core, Speculative and Watchlist ideas, a new system for organizing ideas shared with the Irregulars starting in January 2013.

Previously, all “Idea of the Month” picks for the last 5+ years were included in a “buy and hold forever” spreadsheet, that spreadsheet was unwieldy and not very useful for sharing current opinions and priorities, but if you want that older data it is still available here (it will not be updated going forward).

The new Core, Speculative and Watchlist groups were first set in the Annual Review in January 2013 and will be updated as our opinion changes. For the list of all stocks currently owned by Travis in his personal account, consult that Personal Portfolio page.