How the record is kept

One real account

The portfolio is a real account at a live brokerage, holding our own capital. There are no outside investors and no hypothetical model: every buy and sell is the account's actual trade.

Every trade comes from the broker

Trades are imported from the brokerage, not typed in by hand. Each one lands in a timestamped log that is never rewritten, so what the record shows is what happened, in the order it happened.

Losses stay on it

A closed position stays on the record whether it worked or not. Nothing is quietly dropped, and the record states how many trades are hidden, whatever the number: today it is 0.

So far the portfolio has bought 25 stocks and ETFs and holds 8 today. Every position it has closed is listed on the public record, 90 days after the close.

How returns are measured

For subscribers, the account's current value is measured against its starting capital and compared with the S&P 500 over the same period. The max drawdown, the largest fall from a high, is shown beside the return, so the risk taken is visible too. Performance figures are unaudited, and different data sources can differ slightly from what a broker shows.

A written trading policy

Trades are published after they are made. After a published buy or sale, the account holds for at least two full trading days unless a stop is reached or a trading halt forces a trade. No one connected with BareNaked Portfolios learns of a trade before subscribers do, and the company takes no payment from the companies it trades.

Read the trading policy

How Market Reports are written

Market Reports are drafted with AI from market data and the portfolio's own records, then published by BareNaked Portfolios. AI does not make investment decisions for the portfolio.

Who publishes it

BareNaked Portfolios LLC is a financial publisher, not a registered investment adviser or broker-dealer. What it publishes is the same for every subscriber and is not advice for anyone's own account.