Mispriced Markets Portfolio

Compass And Sextant

The Mispriced Markets Portfolio

Highlights From The Blog - Latest Portfolio Updates & Reviews

Current Holdings
* follow the portfolio's comings and goings on the blog section of this website.
Full disclosure: The stocks listed below are based on the author's personal holdings.

Ero Copper - ERO.TSX

Mining

Hammond Power Solutions - HPS.A.TSX

Manufacturing

International Money Express  -  IMXI.NASDAQ

Financial Services

Linamar - LNR.TSX

Auto parts

Omnicom Group - OMC.NYSE

Advertising

Preformed Line Products  -  PLPC.NASDAQ

Manufacturing

Signet Jewelers  -  SIG.NYSE

Retail

Skyworks Solutions - SWKS.NASDAQ

Technology

Stella-Jones - SJ.TSX

Wood Products

Sylvamo  -  SLVM.NYSE

Manufacturing

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5 Year Performance Graph

5 Year Performance

My stock portfolio beat the market by 9.6% annually over the 5 year period ended June 3, 2022.

Russell 2000 TR Index: + 7.1% per annum
Mispriced Markets: + 16.6% per annum

See the full 20+ Year Track Record.

Digging through the vaults. An extensive list of the stocks I've owned over the years...

Want to know more about the Mispriced Markets Portfolio? What sort of stocks make it onto the list? How are they chosen? How often is it updated? What's my motivation for publishing it and how can you can use it in your own investing? Hit the button.