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NORTH TECH CAPITAL

Research. Discipline. Tech Stocks.

The North Tech 15
Pure Growth Strategy by David Thomas
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The North Tech 15


Real Trades. Real Money. No Jargon.

Performance: 5th Aug 2024 to 24th Feb 2026


The North Tech 15 is my live research log. It’s where I track 15 of the best performing US tech giants that I believe are the winners of the next decade. I don’t just “write” about these stocks; I own them.

I’m looking for pure capital growth. I want to find the best tech businesses in the world, buy them at the right price, and hold on while they grow.

Founding Member Offer: Join the North Tech newsletter and I’ll send you a code for 50% off annual access to my live alerts.


Inside the Strategy

When you follow along on Savvy Trader, you stop guessing and start watching a real strategy in action. You get:

  • Real-Time Transparency: See exactly what I’m holding and how much of it I own.
  • The Live Track Record: No “backtesting” or “what-if” scenarios. You see my actual cumulative performance, including the wins and the losses.
  • No “Churn”: I usually make one move a week, maybe a rebalance or a new entry. I’m not here to day-trade or gamble; I’m here to make calculated moves.
  • Instant Alerts: The second I make a trade, you get a push notification or email. You see what I do, when I do it.
  • The “Why”: I provide a short, simple note with every trade explaining the logic. No fluff, just the facts.

How It Works

  • Maximum 15 Stocks: I don’t want to own the whole market. I want to own the 15 best companies.
  • Patience is a Virtue: I value silence. I only move when the story changes, not when the news is shouting.
  • Strict Discipline: I use stops to protect my money. If a tech story fails, I’m out. If it works, I let it run.
  • Skin in the Game: Every trade is published openly. If I mess up, you see it. If I win, you see it.

Who This Is For

This is for you if:

  • You want to grow your capital over the long term.
  • You’re “time-poor” and want someone else to do the 40 hours of research a week.
  • You want to see how a disciplined investor actually manages a tech portfolio.

This is NOT for: Day traders, people looking for “get-rich-quick” schemes, or anyone who panics when a stock drops 2% in a day.


Join the Community

One portfolio. One move a week. One goal: Capital Growth.

Get your 1-year subscription now for just $149 (when you use your 50% newsletter discount).

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North Tech Capital · Copyright © 2026

Stop and Read. By entering North Tech Capital, you agree to the following: 1. Not Financial Advice: I am a financial journalist and strategist. This website is a personal diary of my research and trades in US Tech. It is for educational and entertainment purposes only. I am not an FCA authorised adviser and I do not provide personal investment recommendations. 2. High-Risk Warning: Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. US Tech stocks are volatile; past performance is not a reliable indicator of future results. Take 2 mins to learn more about High Risk Investing at https://www.fca.org.uk/investsmart. 3. Professional Responsibility: This site is intended for Restricted, High Net Worth, or Sophisticated investors who understand the risks of equity markets. If you are a retail investor, you confirm you will not invest more than 10% of your net assets in high-risk investments. 4. My Interests: I eat my own cooking. I usually hold positions in the stocks discussed. My trades are verified live on Savvy Trader, but you should always perform your own due diligence. Cookies: We use essential cookies to make this site work and analytics to see which research you find most useful. By clicking "I Accept," you consent to our cookies and acknowledge the risk warnings above.