Manish Goel Plus · Members-only
My Portfolio
This page publishes the author’s personal long-only holdings, position weights, and month-over-month changes. Updated on the first weekend of every month. Published as transparency — not as advice. Readers should consult their own authorised financial adviser before making any investment decision.
Note. NorthPath Advisory OÜ is not a MiFID II-authorised investment firm. The author’s holdings disclosed on this page are personal and historical. Past performance is not indicative of future results. Nothing on this page is investment advice or a recommendation.
Free preview
Below is a sample of the disclosure format. Full monthly holdings table — with stock names, ISIN codes, position sizes, percentage weights and acquisition timeline — is reserved for Manish Goel Plus members.
| Ticker | Sector | Weight | Held since |
|---|---|---|---|
| ——————— | Small-cap industrial | XX.X% | 2018 |
| ——————— | Specialty chemicals | XX.X% | 2019 |
| ——————— | IT services | XX.X% | 2020 |
| + 17 more holdings… |
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See the full portfolio
Become a Manish Goel Plus member to see the full monthly holdings table with all stock names, position weights, and month-over-month changes — plus members-only deep-dive essays and the quarterly sector outlook.
How this disclosure works
- Monthly cadence. Updated on the first weekend of every month with the prior month’s closing positions.
- Long-only equity. No F&O positions, no leveraged trades, no margin financing. Cash holdings are stated separately.
- Transparency, not signal. A position appearing on this list is not a buy recommendation. Position sizing reflects the author’s personal risk profile and tax position.
- Change log. Buys, sells, and weight changes since the prior month are flagged with the rationale where appropriate (drawn from already-published essays where possible).
- Contract-note provenance. Material new positions are backed by contract-note proof, available on request to members.
Important. NorthPath Advisory OÜ is not a MiFID II-authorised investment firm. The author’s personal holdings disclosed on this page are published for transparency in line with Regulation (EU) No 596/2014 (Market Abuse Regulation), Article 20. They do not constitute investment advice, a recommendation, or an inducement to transact in respect of any specific financial instrument. Past performance is not indicative of future results. Readers should consult their own authorised financial adviser regulated in their own jurisdiction before making any investment decision.