What I Bought Today: 9 High-Conviction Stocks
Why these 9 made the cut
Hi Multis,
Today I made another addition to the Forever Portfolio, like I do every two weeks.
For newer readers: this is my real-money portfolio I launched in October 2024 after closing the PM Future Fund for Belgium-specific tax reasons. The Forever Portfolio is built around my highest-conviction Potential Multibaggers, companies I believe can grow 10x or more over time. That’s the long-term intention, and the name Forever Portfolio reflects it.
About 65% of the portfolio is made up of these Potential Multibaggers. Each one is scored using the PMQS, a 16-point system I update after every earnings season. I also apply a valuation filter, and together these create the QPI — a way to identify which companies offer the best mix of quality and price.
This time, I added 9 stocks: 8 Potential Multibaggers, and one that isn’t. It’s a more stable compounder, of which I think news is not priced in yet. I sometimes include these to bring a bit more balance to the portfolio
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✅ The exact stocks I’m buying
✅ PM Quality Score and valuation breakdowns
✅ My full QPI rankings
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And much more.
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This is the kind of research most investors never see.
Let’s break down what I bought, and why.