The Prime Portfolio

The Prime Portfolio is a concentrated portfolio of big bets in a small number of investments with low turnover and volatile returns. Before adding a position to the portfolio, I typically ask four key questions: 1) Is the business simple and understandable? 2) Is the business a franchise? 3) What are the business' prospects 10 to 20 years into the future? 4) Are its profits regulated?

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Portfolio performance as of 6/28/2019.  Portfolio holdings are updated approximately once per month.

Disclosure: Jason Rowland owns shares of all stocks in both The Prime Portfolio and The Action Portfolio.

Disclaimer: I am not a registered investment advisor. I receive no compensation from any of the companies of which I own shares and of which I write about. The strategies discussed are designed to suit my own investment objectives, not those of any other individual. They are for illustrative and educational purposes, and they are not guaranteed to be effective. It is possible that not all material information will be discussed about each security highlighted on the site.

All investments involve risks. All information on The Virtuous Cycle website is general analysis and my own interpretations of available information. It is neither financial nor investment advice, nor is it a recommendation to buy or sell any security based on an individual's specific investment goals or financial situation. Individuals must do their own due diligence and determine how each investment fits into their own investment and financial plans prior to making their own investment decisions.