Liam

@liam

0 followers1 following

Deep value contrarian investing across all markets particularly the US & Asia.

Substack ↗@LiamContraire on X ↗

Collections

8 ETF's to Retire

1 portfolio

Mid Businesses @ Mad Prices

Fishing in shallow water where the whales can't swim - US / Asia Small caps, great business at fair prices is for centi-millionaires - we run the young buffet playbook.

5 portfolios

Crypto

So deep i'm down money

1 portfolio

Public portfolios

Fateful 8 ETFs

Passive factor tilted 24% foreign 76% US for the American investor.

Ideal 8 (Passive ETFs)

This is a semi-passive factor tilted world portfolio for the US investor. It's what I suggest to friends and family that wan't set and forget smart alternative to the S&P 500 or VT (Vanguard Total World)

FID 401k

Auto-synced from your connected brokerage. Trades recorded as the broker reports them.

Interactive Brokers - XUS Value

Auto-synced from your connected brokerage. Trades recorded as the broker reports them.

Robinhood Roth Ira

Auto-synced from your connected brokerage. Trades recorded as the broker reports them.

Robinhood — Crypto

Auto-synced from your connected brokerage. Trades recorded as the broker reports them.

RH Individual

Auto-synced from your connected brokerage. Trades recorded as the broker reports them.

Portfolio History

Synced

Opened PYPL · PayPal Holdings Inc
Jun 28, 2026, 7:09 PM
1.7% of portfolio
Opened MOH · Molina Healthcare Inc.
Jun 28, 2026, 7:09 PM
0.5% of portfolio
LiamAuthor8h
Healthcare sector took a beating at the end of last year, MOH has since recovered and is at a 3 year valuation high of price \ NTM EBIT. I will exit Monday. UNH is still south of fair value but it's high on my list to trim.
Opened WU · Western Union Co.
Jun 28, 2026, 7:09 PM
1.6% of portfolio
Opened NNDM · Nano Dimension Ltd.
Jun 28, 2026, 7:09 PM
7.1% of portfolio
Opened SIRI · Sirius XM Holdings Inc.
Jun 28, 2026, 7:09 PM
3.8% of portfolio
Opened FLCH · Franklin FTSE China ETF
Jun 28, 2026, 7:09 PM
0.5% of portfolio
Opened PDD · PDD Holdings Inc. American Depositary Shares
Jun 28, 2026, 7:09 PM
1.9% of portfolio
Opened LULU · lululemon athletica inc.
Jun 28, 2026, 7:09 PM
0.7% of portfolio
Opened DDI · DoubleDown Interactive Co., Ltd. Sponsored ADR
Jun 28, 2026, 7:09 PM
26.7% of portfolio
Opened CIG · Companhia Energética de Minas Gerais S.A. ADR
Jun 28, 2026, 7:09 PM
0.6% of portfolio
Opened EDV · Vanguard Extended Duration Treasury ETF
Jun 28, 2026, 7:09 PM
0.1% of portfolio
Opened VTI · VANGUARD TOTAL STOCK MKT ETF
Jun 28, 2026, 7:09 PM
1.5% of portfolio
Opened NKE · Nike, Inc. - Class B
Jun 28, 2026, 7:09 PM
0.7% of portfolio
Opened AVUV · Avantis U.S. Small Cap Value ETF
Jun 28, 2026, 7:09 PM
0.7% of portfolio
Opened ANF · Abercrombie & Fitch Co.
Jun 28, 2026, 7:09 PM
3.0% of portfolio
Opened MAPS · WM Technology, Inc.
Jun 28, 2026, 7:09 PM
0.7% of portfolio
Opened FTLF · FitLife Brands, Inc.
Jun 28, 2026, 7:09 PM
0.2% of portfolio
Opened YELP · Yelp Inc.
Jun 28, 2026, 7:09 PM
0.1% of portfolio
Opened CROX · Crocs, Inc.
Jun 28, 2026, 7:09 PM
2.7% of portfolio
Opened GAMB · Gambling.com Group Ltd.
Jun 28, 2026, 7:09 PM
11.3% of portfolio