- Account I – Single stock account. This simply means we might go down to one single stock position on our path to compounding to One Million$ value. Currently the account has four positions. The timeline goal is one double a year for the account.
- Account II – ZTA – Multi-position focused Portfolio Account
I: Make a Million$ Club (M&M Club)
Goal: Achieve 11 doubles, at a rate of one per year to build the account above $1 million dollars after tax.
Starting Date: July 22, 2022
Starting Amount: $1,000 with no money added. For your personal account, contributions to the account will increase the rate of compounding. We are big fans of dollar-cost-averaging (DCA) – even if trading. Catching long-term trends is how one goes about creating wealth.
Perspective: The mental perspective for this account, the money at risk is what you have contributed. The rest is score keeping in the Game of Doubling. Patrick Ben-David provides the game outline – LOTM provides the ideas for the double. Our LOTM goal is to profile for Companies/Stocks that are in position to double in price within a one year time-line. Getting you to trust the process is one of our goals. Many times we buy when the market has hate, fear or apathy towards our ideas. Ride the trend as long as you can is our by-line.
Last 120-day Transactions:
Performance Chart dated 07/17/25 – last 12-months:
COMMENT: Year three of our plan, has failed in reaching our goal of doubling the account each year. Our twelve-month performance number, shown above, is 80.9% as of July 17, 2025.
Still good. Still beating the three major benchmarks, The Dow, up 11.5%, The S&P 500, up 11.8% and The NASDAQ 100, up 12.16%. It is our belief we can hit the $8,000 market in the next six months or less. If we stall-out, it is probable we will make some shifts in the holding to bet back on track. I have some company names in mind at this time. These are second team players that appear ready to move into the starting line-up.
The sale of Vizsla Silver (VZLA) was premature as VZLA shares are $3.27 today Vs our sale of $2.30. Our purchase of Healwell AI (HWAIF) is down slightly.
Performance Chart dated 07/17/25 – last 24-months:
Performance Chart dated July 17th 2025 – last 36-months
MaM Club Positions as of July 17th, 2025 from a July 22, 2022 start-date with $1,000:
No money added other than original $1,000 deposit
Policies:
- We profile for companies whose stock price has the potential to double in 12 months or less.
- LOTM looks to catch trends — not short-term trades. This is a taxable account and taxes are a cost of doing business. Long-term gains are also a goal.
- Each time we sell, we look to increase the # of shares in the new position above the number we sold. Expanding our comfortlevel with large numbers and the increased volatility of large numbers and concentrated positions is best achomplished progressivly.
- We profile the company for fundamentals, capital structure, balance sheet, management, moat around the business, valuation and risk/reward of the company/stock as we consider the stock’s potential.
Two Doubles Down – Nine to go
II: ZTA Ltd Partnership July 17th 2025 Performance & Positions
This is the last post we will make on the ZTA Limited Partnership. Our largest shareholder, with an 80% position, passed away in May of this year. His portion of ZTA Limited Partnership was liquidated and transferred into his Trust account.
The ZTA portfolio was working on two themes at the time of liquidation.
- Precious Metal Miners. This sector is totally out of favor at this time. The miners are trading at historic discounts to the price of the products they sell – Physical Gold, Silver and Copper. 2025 looks like a continued consolidation of the industry with larger companies replacing assets through mergers and acquisitions (M&A) of smaller miners and exploration companies. At some point in 2025, we anticipate the public will catch the awareness and excitement that the industry is too cheap and want to participate in the M&A activity happening within the industry.
- Crypto and Blockchain as a transition away from Central Bank controlled Fait currencies for savings and holding value to De-centralized, Network Based, digital (crypto) assets for transaction, savings and holding value. Fait currencies will be used for day to day transaction but for savings and asset building, de-centralized digital currencies will be the vehicle of choice.
Our perspective is that Hard Assets (gold, silver & copper) and Crypto/Blockchain & Bitcoin. Hard assets are “the” preferred store of Value. Crypto & Blockchain is one of the fastest growing application of a new technology on a global basis. AI will expand the use of Crypto and Blockchain. Crypto & Blockchain will be a strong technology for years into the future.
The above two themes and Barbell approach to the market remains the major part of our core strategy. We will and have been working different ideas within these two themes. In other accounts apart from ZTA we have been adding Nat Gas and energy companies that pay high distributions. This is an underappreciated part of the market.
Some dividend names of interest – you should assume these are owned in accounts related to LOTM.
Raoul Pal just released a thoughts comment that diversification is no longer the way to preserve assets. The Tech and Crypto sector area of the market has been the only sectors that have made investors money when returns have been adjusted for the loss of purchasing power of the US Dollar.
The title does not reveal the depth and magnitude of the 21 minute summary of Pal’s comments.
I highly recommend watching. It could be a light bulb moment for many of us.
https://www.youtube.com/watch?v=UZhKOSTo6rU&t=590s
One, two, and three year performance of ZTA Limited Partnership.
Late 2022 and up to November of 2023 was a hard bear market year for Crypto and Precious Meatals – our concentrated position theme. LOTM and ZTA reduced our companies held and added those funds to our core belief positions. It was a hard period, with many readers dropping away and the end of our charging for LOTM. For LOTM in the market it was not our first rodeo. We had a plan and worked the plan. The result has been eighteen-months of beating the pants off the market averages. In the coming twelve-months our three-year performance will improve even if we only match the market in real time. The averages that will be subtracted are the 2022 and 2023 under-performance.
