Rotation Portfolio

A live portfolio, in the open.

Profits from winning stocks are rotated into new ideas. This page tracks every position live, and keeps the money actually put in separate from the profits being recycled.

How to read this

Most trackers count every purchase as new investment. Here, recycled profits are tracked on their own.

Own money invested
Cash that actually left the bank. Selling a winner and buying something else with the proceeds does not add to it.
Rotated capital
The current value of holdings bought with proceeds from earlier sales, rather than with new money.
Cash to rotate
Sale proceeds or dividends sitting in the account, waiting for the next idea. It keeps its own-money share.