Complete Portfolio Review
Updating every company in the Aurelion Index, including our recent management discussions, revised price targets, and forward outlooks.
Happy Friday! Summer has officially arrived (at least here in Montreal!).
After an intense Q1 2026 earnings season and a meaningful number of companies in our model portfolio running up (and some down), we are doing an update on every holding.
Quite a few stocks have been exited and added since the start of the year, either because the thesis played out or the risk/reward became less attractive.
Even though we cover these stocks regularly in separate posts and in our Substack chats, getting a clean view in one place just makes sense.
Every stock that we hold and mention here is a company we believe is a buy right now. In our view, there are no “old stocks” that have run up too much. If there were, we would have removed them and of course announced it.
We always try to speak with the management teams of our companies, usually the CEO, CFO, or Investor Relations, and have included what they told us below. We believe this is one of the best ways to develop a long-term edge and a deeper understanding of a company compared to the market.
In addition to having a specific thesis for each company, most of our holdings are supported by broader investment themes, which we believe make them compelling investments over both the short and long term.
With 19 companies, we keep the article concise and only discuss value-add information. Links to the full in-depth report for each company are included for further reading.
Our model portfolio, that we called the Aurelion Index, consists of our current highest-conviction equities, and is available to paid subscribers here.
As always, anyone can view the real-time performance on Plutus here. This is what it looks like as of June 4 (117% since inception on June 30, 2025):
Thank you for following our work. Below are our current best ideas.
Several more are on the way!
Feel free to ask questions in the comments, we always try to answer all of them.