HeyJaredCentral Tendency
Brief write-ups on typically overlooked stocks (special situations, small/microcaps, international, etc.) and financial concepts. Twitter: @RohanSoor
- Indexed issues, last 90 days
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- Aug 16, 2026
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- Aug 16, 2026
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On a Review of H1 2026 (opens the original)
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Performance ReviewOverall, the portfolio returned -11.2% in H1 2026 and -5.4% YTD. Since 7/31/23 (an arbitrary starting point that approximates when the portfolio became actively managed and the first Central Tendency post), the portfolio has returned ~24.9% annualized. All returns are measured in USD. Outputs below show returns, holdings, and other metrics as of 8/14/26, unless otherwise noted.Usual disclaimers apply - Returns are purely for my own tracking purposes and are unaudited/subject to
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