The Tailwinds Select Portfolio is a compilation of our best ideas, screened for quality of management, business opportunity, potential catalysts, valuation and other criteria. It is meant to demonstrate the quality of our idea generation and the strength of our due diligence process. At Tailwinds, we take great pride in working with and investing in great companies. Hopefully, our track record will demonstrate this over time.
The Portfolio’s individual company performance above is meant to show how each company in the portfolio has performed since it was added to the Portfolio and does not include trading costs or any other such fees or expenses.
The overall portfolio returns assumes that each company has a pro-rata amount of the portfolio at the time it’s added to the portfolio. The returns include all companies currently or formerly in the Portfolio; we don’t leave out any under-performers. Our monthly returns since inception and overall return are shown below and updated at the end of each month.
Please do your own due diligence on companies before investing. While we own the stocks in the Portfolio, we do not make recommendations for others. Rather, you should consider your own circumstances before making any investment. We believe in these companies, but stocks go both up and down. Some, or all, of these companies may be compensating Tailwinds for research. We are not compensated for adding them to the Select Portfolio, however. Please read our complete disclaimer here.