The North Tech 15
Real Money. Real Time. Total Transparency.
Since August 5th 2024 I’ve run a live, concentrated portfolio of no more than fifteen technology businesses. Not a backtest, not a hypothetical, a real-money demonstration of independent research action.
An index wants you to own everything. I own companies I’d be comfortable holding through all market cycles. Businesses that own the silicon, the infrastructure, and the data that the rest of the global economy runs on.
The performance since inception is publicly visible and independently tracked. Nothing is hidden.
What subscribers get:
- Full visibility of the North Tech 15 portfolio every position, every weighting, every rationale.
- A monthly PDF factsheet delivered on the 1st, full performance attribution, position sizing, and risk metrics.
- Real-time trade updates the moment anything changes.
- Access to the subscriber community as it grows.
North Tech 15 – Free To Join
When you subscribe to the weekly Substack, you will be emailed a free annual pass to the portfolio: