Below you will find links to earlier portfolio profiles with audio commentaries. A list of David’s portfolio trades can be found here.
Previous Portfolio Reviews
2022
February 2022 Portfolio Review
2021
December 2021 Portfolio Review
November 2021 Portfolio Review
September 2021 Portfolio Review
February 2021 Portfolio Review
2020
December 2020 Portfolio Review
November 2020 Portfolio Review
September 2020 Portfolio Review
February 2020 Portfolio Review
2019
December 2019 Portfolio Review
November 2019 Portfolio Review
September 2019 Portfolio Review
February 2019 Portfolio Review
2018
December 2018 Portfolio Review
November 2018 Portfolio Review
September 2018 Portfolio Review
February 2018 Portfolio Profile
January 2018 Portfolio Profile
2017
December 2017 Portfolio Profile
November 2017 Portfolio Profile
October 2017 Portfolio Profile
September 2017 Portfolio Profile
February 2017 Portfolio Profile
January 2017 Portfolio Profile
2016
December 2016 Portfolio Profile
November 2016 Portfolio Profile
October 2016 Portfolio Profile
September 2016 Portfolio Profile
February 2016 Portfolio Profile
January 2016 Portfolio Profile
2015
December 2015 Portfolio Profile
November 2015 Portfolio Profile
October 2015 Portfolio Profile
September 2015 Portfolio Profile