Portfolio
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THE BILL CARA FIDUCIARY PROTOCOL Gate One: Quality
The first of four sequential gates governing every portfolio decision
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PORTFOLIO 1 The Top-Quality North American Stock Watchlist
Why these fifty earned their place, and how positions are built from them
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P6 — AI & Robotics Portfolio, June 2, 2026
Studies to Date — Gate 1 Review
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Portfolio Report--Monday, June 1, 2026
P5 in focus. From AI Revolution to AI Infrastructure & Data Center. Plus a new P6: AI & Robotics.
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The Portfolio Discipline That Cost Me — and the Quality Trap It Exposed
A working note on the DECK trade, the Four-Gate Defense, and why NKE no longer belongs in the Quality 50
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PORTFOLIO UPDATE: Week ending May 15.
P1 Cara 100 • P2 Dow 30 Maverick • P3 Durable Growth
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Today's Notes: Inflation Re-Acceleration, Rising Yields, and Portfolio Positioning
May 13, 2026
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P3 Durable Growth Portfolio Rebalance Review — Retracing Friday’s Overcorrection
May 12, 2026 Pre-market open
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P3 Durable Growth Portfolio Summary
As of Monday open, May 11, 2026
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P3 Revision — Restoring Discipline After Friday’s Overcorrection
It's never to late to admit mistakes and to correct them
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CARA PORTFOLIO P3 MAY 9, 2026
Growth in the Age of Austerity
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DAILY PORTFOLIO REPORT, May 7, 2026
P3:Durable Growth and P1:Top-Quality US Companies
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Portfolio P1 (Top Quality US Companies) Update
Wednesday, May 6, 2026
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Portfolio P2 Dow 30 Maverick Investors Report Update
Tuesday, May 5, 2026
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Substack Discount Update & Notes on Today’s P2 Dow 30 Maverick Portfolio Update Report
May 5, 2026
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The 50% discount code for Daily Portfolio Reports that expires soon
I apologize for not inserting the note in the note I published and then again in the follow up. This error is a reflection of how much IT and I do not get along. I'll extend it until 11am ET Tuesday.
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CARA PORTFOLIO UPDATE — P3
Growth in the Age of Austerity · Monday, May 4, 2026 · Issue 26.02
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CARA PORTFOLIO UPDATE -- P1
Top Quality US Companies. Friday, Sat. May 2, 2026. Issue 26.01
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CARA PORTFOLIO UPDATE — P3
Growth in the Age of Austerity · Thursday, April 30, 2026 · Issue 26.01
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CARA PORTFOLIO UPDATE -- P2
Dow 30 Maverick. Tuesday, April 28, 2026. Issue 26.01
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