- 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
- Account III – LOTM managed (started less than three years ago) IRA 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.
Performance Chart dated 12/15/25 – last 12-months:
COMMENT: The market decline has set us back substantally. The good part of working in solid companpanies with volatile stock prices is that you can buy or add or sit though the tough times anmd the rebound will come faster than the decline. Today we added to existing positions in Galaxy Digital (GLXY*) and Strive (ASST*) but in other accounts, not this one. We have a plan and working the plan but not adding money to this account. You might have a different plan, however.
Performance Chart dated 12/15/25 – last 24-months
Performance Chart dated Dec. 15th 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
The ZTA portfolio is working on two themes at this time.
- 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.
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.
Our form of risk management has little comfort in reducing volatility, unfortunately. What we do is reduce the number of positions held and add shares to the companies we have the highest confidence in for survival and price rebound. We can deal with volatility because we believe in out companies. If you believe in the companies you own, why wouldn’t you buy more when they get cheaper? It’s a Forest Gump type of Thinking. It is not for everyone, however.
I am very excited about the next nine months is the market. I think it will be a lot of fun because of the Oct 10 to present market sell off.
Below is what we own today in the ZTA portfolio:
ZTA Holdings Dec 15, 2025:
We reduced our holdings down to seven positions since Oct 10, 2025. Timing in this market is the hardest part of investing. We look for positions we believe can out-perform over a 2 to 4-year period. Often we don’t own them that long, but other times we buy, hold, scalp profits and add to the position on weakness while owning the positions as long as we believe they can keep rising in an upward price trend.
Today we added to GLXY and EQX while initiating a new position in XTAIF.
XTAIF is a tiny company that is a Digital Asset Treasury (DAT) company. They hold and are accumulating the alt-coin Bittensor (TAO) $265.04. Bittensor (TAO) creates a decentralized, open network for Artificial Intelligence (AI) development by connecting miners (AI model providers) and validators (quality evaluators) through a blockchain, using its native TAO token to reward valuable contributions and foster a competitive marketplace for intelligence, moving away from centralized AI monopolies. It functions like a digital brain, where different specialized “subnets” offer AI services (like text, image, or data analysis) that users can access, with the network incentivizing the best models through TAO rewards. Like Bitcoin, TAO has a maximum number of alt-coins that can ever be issued limited to 21 million.
One-year performance of ZTA Limited Partnership.
One-year performance took a hit in value from Oct 10, but we are confident we will rebound out of this slump.
Current Holdings as of Dec 15, 2025.
This account is concentrated in Crypto/Blockchain and Physical mining companies.
It is our belief that Crypto/Blockchain is digitizing the entire financial world on a global basis. We also believe that Crypto/Blockchain is the best way to profit from AI, which is also changing the world at a rapid pace.
Two-year performance chart for ZTA
Three year performance of ZTA
III: IRA Account
Three-year Performance to Dec 15, 2025:
Current Holdings as of Dec 15, 2025.
This account is concentrated in Crypto/Blockchain and Physical mining companies.
It is our belief that Crypto/Blockchain is digitizing the entire financial world on a global basis. We also believe that Crypto/Blockchain is the best way to profit from AI, which is also changing the world at a rapid pace.
Two Year-performance to Dec 15, 2025:
One-year performance to Dec 15, 2025:
I am available to you to answer any questions. All thoughts and comments are my opinions and not investment advice.
Managing positions and timing buying and selling are two of the hardest factors to master, in working the market. That’s why you want companies you own to have good-to-great management teams. It’s one less thing to think about during stock price volatility.
