The MFA Portfolio

Every month I invest a few hundred dollars in durable, undervalued, and not-totally-sleazy-and-disgusting securities. Paid subscribers can read my write-ups of these investments and track the MFA portfolio as it grows.

MFA investment May 2025

MFA investment April 2025

MFA investment March 2025

MFA investment February 2025

MFA investment January 2025

Background for MFA portfolio investment January 2025

MFA portfolio report: 2024

MFA portfolio report June 2024

MFA investment June 2024

MFA investment May 2024

MFA investment April 2024

MFA portfolio report March 2024

MFA investment March 2024

MFA portfolio report February 2024

MFA investment February 2024

MFA investment January 2024