HeyJaredMS Active Portfolio
An actively managed weighted portfolio that selects stocks from the MSMqi. It will typically hold about 10 to 20 stocks. The holding period of a stock ranges anywhere from medium to longer-term. We also add "Side-Pocket" opportunistic trades.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
AP Trade Alert (Sep 25, 2026) (opens the original)
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Today, we are doing a Side Pocket Trade on a company that is going to be acquired. One bidder has already put a price on the table, but we think other entities could bid for a higher price.As a reminder, Side Pocket Trades are intended to be shorter- to medium-term trade alerts that supplement the Active Portfolio. Many of these are risky set-ups based on information arbitrage. So, we think of these as very small positions to enhance the alpha of the Active Portfolio and would have minimal weigh
AP Trade Alert (Sep 15, 2026) (opens the original)
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Today we are doing a Side Pocket Trade on a company that was actually in the active portfolio before, with a closing return of over 50% . Today, a private equity company that was an early shareholder of the company is selling shares, while another group of shareholders, including insiders, are buying some of those shares from them. This transaction caused the stock to plummet and is now an opportunity for a side pocket trade. The stock is actually already in the Microcap Quality Index (MSMqi). T
AP Trade Alert (Sep 14, 2026) (opens the original)
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Today we are making two moves in the Active Portfolio: trimming one of our biggest winners, and adding to a recent pick we like more with every report.FEIM is a stock that has been one of our best performers, up around 600% since we added it to the Active Portfolio in July 2024. We still like the long-term story and think it can keep climbing into the end of the decade, but the valuation has gotten stretched, so we are continuing to lock in gains.That cash is going into a picks-and-shovels busin
August 2026 Active Portfolio Update: Portfolio Crosses $400,000 Intramonth Before Finishing Down 1.20% (opens the original)
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August was a mixed month for the Active Portfolio (AP). The portfolio declined 1.20% and ended the month at $381,870.46, compared with $386,522.79 at the end of July. The average return performance since inception stands at 281.87%, with a 37% compound annual growth rate (CAGR).The month was more eventful than the final return suggests. For the first time, the AP crossed the $400,00
Early Access to CN #150 (opens the original)
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As an Active portfolio Subscriber, you get early access to Cliff Notes.Cliff Notes are short write-ups written when a stock is added to the MSMqi. Cliff Note #150 is ready and will be added to our Microcap Quality Index.Note: We actually added Cliff Note #149 as part of our new “trends” f
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