My Portfolio / Every company I’ve owned /
$PANW · Palo Alto Networks
My position since Oct 2023 · 2 buys and 1 sell · still held · Cybersecurity
What the pick did
2.5×
The stock in pounds, while I held it; 2.8× in dollars
S&P 500, same time1.7×
What my money did
2.3×
Pounds back (sold, still held and dividends) for every pound in, after costs
Still held · all of the money in2.3×
S&P 500, same buys and sells1.4×
Every decision
- 2 March 2026Sold
No note
- 10 February 2026Bought
No note
- 23 October 2023Bought
Largest pure play cybersecurity vendor in a growing market
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.