ISA Season and Portfolio #1
Reader question
It’s good to get questions from subscribers as we often see many people jumping aboard and often wonder if they’re all OK. Just the other week we were contacted by Paul who had a couple of very good questions, we thought (with his approval) it might be a good idea to answer the questions in a post.
Hi - new subscriber here. Two quick questions. If i’m looking to diversify my portfolio, is my starting point all the stocks in your active portfolio even though entry price will of course have changed? Also , question on alerts- I received the Phoenix alert recently but have not seen any analysis. Is there any reason why you have a lag between adding a stock and sharing why? Many thanks!
Hi Paul,
I hope you are well and welcome to the newsletter! To answer your questions - 1: Any stock Add alert within last 6 months that is less than +5% return to date would still be relevant within the HindeSight portfolio. Please understand the HSL’s Add and Close alerts are updates to the changes made in the HindeSight Portfolio and not recommendations to buy or sell.
2: We send out Add and Close alerts in the month, then we discuss the reasoning in the newsletter after. So the Feb letter (out early March) will have the reasoning behind Phoenix add in Feb. Does this all make sense?
Thanks, appreciate the reply. So an Add is not “you should buy this now” rather “we have decided to add this to our portfolio “ which I appreciate is different, but is at least an indication that it is worth a look. Of course in the gap between the alert and the detailed reasoning the stock may gave appreciated in value - any reason for the gap. I’m curious not complaining!
We want to clarify that we’re not permitted to provide financial advice, so we’re not suggesting you must buy any shares. Our notifications aren’t “buy” alerts—they’re “add alerts.” We’re simply sharing what we’re doing when we identify an optimal time to add or close a share in our Portfolio #1, keeping you informed about our actions.
We maintain a daily watchlist of shares that meet specific criteria for Portfolio #1. While we don’t yet have in-depth research written for each of these, here’s how it works: when a share triggers an “add” signal, we include it in the portfolio and send an immediate alert to our premium subscribers. Afterward, we take time to compile detailed research—drawing from behind-the-scenes analysis—and include it in the upcoming newsletter.
This approach also lets free newsletter readers see what we’ve added, so they can follow along if they choose. However, there’s often a notable difference between the alert price and the price by the time the newsletter is published. This provides added value for premium subscribers who would like to observe the alerts in real-time.
ISA season is upon us - there’s a shift any day now to new ISA allowance, as long as Rachel from Accounts, doesn’t nuke them… so what are the shares that fit the above criterion for inclusion?
Phoenix
GSK
Sainsbury’s
Each of these is within the limits of the above statement - any Add alert within last 6 months that is less than +5% return to date would still be relevant within the HindeSight portfolio.
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