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Thanks, Fred. I appreciate the kind words.

In response to your question, I started a subscription tier last year after multiple requests for a mid-month update along with pre- and post-earnings thoughts for my holdings. Since this is my second request on this today, I've unlocked the March posts so you can take a look if you'd like. You'll find them under the Strictly Business tab along with a pinned write up explaining the service (link here: https://thestocknovice.substack.com/s/strictly-business).

Thanks for reading and feel free to reach out with any further questions.

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Who is "we"?

Why do you compare yourself with SPY instead of QQQ?

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"We" is my family. It's "our" portfolio even if I am the main person managing it.

As for the tracking, all my historical info is SPY going back over two decades. Yes, I'm tech heavy now, but it hasn't always been that way and might not be in the future. I'm comfortable continuing with SPY as my benchmark even though I understand others in tech might prefer QQQ.

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