The Portfolio Armor Substack

The Portfolio Armor Substack

We Kept Digging

A difficult stretch, a better process, and this week’s realized gains.

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Portfolio Armor
Oct 30, 2026
Two miners illustrate persistence: a former paid subscriber walks away just before reaching diamonds, while the miner who kept digging reaches gains labeled AXTI 95% and GMAB 745%.

Why We’re Still Digging

The miner in the illustration above captures what the last few months have been like for us. Earlier this year, some of the AI and biotech names we followed had strong runs. Many later pulled back sharply or became choppy. Our paid subscriber count peaked around June and has declined since.

Thursday’s post-earnings tech selloff hit…

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