Meridian Capital Notes
Three model portfolios - dividend compounders, growth leaders and an all-weather mix - with the reasoning behind every change, from a former equity research analyst.
What's in this Club?
Recorded Performance
Past performance is not a guarantee of future results. This does not constitute investment advice.
Courses
Step-by-step lessons from this analyst. Some are included with membership; others are offered to members for a one-time price and kept for good.
Portfolio
This analyst does not offer leveraged/futures positions.
Free Posts
Weekly note: why I keep a cash buffer
People hear cash and think timidity. I think option value. A 30% cash position cost me a little in the up months, but it is the reason I can add to quality names when they fall 15% in a week. Boring, and effective.
How the three portfolios fit together
Dividend Compounders is the income engine. Growth Leaders is where I take concentrated risk on a few platform businesses. All-Weather is the shock absorber, with gold, cash and a small bitcoin position. You do not need to copy all three. Most people should pick the one that matches their time horizon and stick with it.
Welcome to Meridian Capital Notes
I run three model portfolios here and explain every change as it happens: what I bought, what I sold, how big the position is and what would make me wrong. I spent twelve years in equity research before starting this club. The goal is simple: show a process you can learn from, not predictions you have to believe. Nothing here is personal investment advice. Size everything to your own situation.