Today, the Asymmetric Universe includes 25 stocks I’ve covered in spotlight articles, and the list will continue to grow over time. 🌱
Being part of the universe does not guarantee an investment. Some stocks may never receive capital, while others can be purchased multiple times as opportunities emerge.
💰 How I Allocate New Capital
I invest $500 in new capital every month.
📌 If the $S&P 500(.SPX)$ or $NASDAQ 100(NDX)$ falls 20% from its all-time high, monthly capital increases to $1,000.
📌 At a 30% decline, I’ll add $1,500.
📌 The allocation continues to increase as the broader market falls further.
The idea is simple: put more capital to work when the market becomes more distressed. 🔄
🎯 How I Pick Stocks
Each month, I can invest in any stock within the Asymmetric Universe.
There are no requirements to own every name.
A stock can be:
✅ Bought once
🔁 Bought multiple times
⏸️ Skipped entirely
The goal is to concentrate new capital where I see the most attractive asymmetric opportunities at the time.
♻️ What Happens to Dividends and Sale Proceeds?
Any money generated from stock sales or dividends is not withdrawn.
Instead, those funds are redeployed the following month. 💵➡️📈
That keeps the portfolio capital working over the long term.
🧩 The 25 Stocks in the Universe
Here’s the current lineup:
01 🎵 $Spotify Technology S.A.(SPOT)$
Audio streaming leader with more than 600 million active users worldwide.
02 ₿ $Coinbase Global, Inc.(COIN)$
A major blockchain platform with the balance sheet and leadership to benefit if crypto, blockchain and Web3 expand over the next decade.
03 🌭 $Portillo’s Inc.(PTLO)$
A fast-growing restaurant chain focused on hot dogs, burgers and other American comfort food.
04 🚀 $Virgin Galactic(SPCE)$
A space tourism company betting on a future where commercial space travel becomes more accessible.
05 👟 $ON Semiconductor(ON)$
A fast-growing footwear company with strong margins and room to expand across geographies and fitness categories.
06 🏡 $Airbnb, Inc.(ABNB)$
A global property rental marketplace connecting travelers with unique stays around the world.
07 🏰 $Walt Disney(DIS)$
A massive media company navigating the difficult transition from traditional entertainment toward streaming.
08 🎰 $MGM Resorts International(MGM)$
A global casino operator with major exposure to Las Vegas and Macau, plus a planned presence in Japan.
09 🔎 $Alphabet(GOOG)$
The dominant search business, with additional upside from artificial intelligence and autonomous driving.
10 🏠 $Zillow(Z)$
A leading real estate platform with the potential to reshape how consumers navigate the property market.
11 👶 $Owlet Inc.(OWLT)$
An infant health data company building technology around connected monitoring and health insights.
12 🏦 $SoFi Technologies Inc.(SOFI)$
A digital-first financial company positioning itself as a modern alternative to traditional banking.
13 📱 $Robinhood(HOOD)$
A financial platform taking a different approach to investing, trading and consumer finance.
14 💊 $Hims & Hers Health Inc.(HIMS)$
A digital healthcare company bringing a modern, consumer-focused model to pharmaceuticals and healthcare services.
15 🚗 $Mobileye Global Inc.(MBLY)$
A leading autonomous-driving technology company with a horizontal business model across automakers.
16 🩺 $FIGS, Inc.(FIGS)$
A niche healthcare apparel retailer targeting medical professionals.
17 🚘 $Lyft, Inc.(LYFT)$
The No. 2 U.S. ride-sharing platform, with potential upside from autonomous transportation.
18 🚗 $Uber(UBER)$
The global ride-sharing leader with additional opportunities across delivery, logistics and autonomy.
19 ✈️ $Joby Aviation, Inc.(JOBY)$
An eVTOL company aiming to build an entirely new category of urban air transportation.
20 🧠 $Duolingo, Inc.(DUOL)$
A language-learning platform disrupting traditional education through technology and gamification.
21 🐝 $Bumble Inc.(BMBL)$
A founder-led online dating company working through a turnaround and comeback.
22 ⌚ $Garmin(GRMN)$
A consumer technology company collecting and monetizing human performance and activity data across multiple categories.
23 🔧 $Thryv Holdings Inc(THRY)$
A software platform bringing modern technology and digital tools to small, blue-collar businesses.
24 🤖 $Zeta Global Holdings Corp.(ZETA)$
An AI-powered marketing cloud focused on helping businesses use data to improve customer acquisition and engagement.
25 🫀 $TransMedics Group, Inc.(TMDX)$
A medical technology company disrupting organ transplantation through technology that enables better organ preservation and transportation.
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