EVERY PORTFOLIO TELLS A STORY
Conviction in Action
Every quarter, thousands of professional money managers publicly disclose exactly what they own and how much they own of it. Our system reads those filings and measures not just what institutions hold, but how much conviction they have — who's adding, who's exiting, and who's making outsized bets. We distill that behavioral data into a single score for each stock, ranked from strongest institutional conviction to weakest. These Conviction Composite Scores show consistent outperformance, with higher ranked Conviction stocks outperforming lower.
Click above for the Conviction in Action interative display. This model is for public review. We produce other private models with different features, attributes and outcomes.
Do you want the data? We share. Drop us a line for the full data set. Conviction Scores available for Spring 2026 - just ask!
Every manager shows their hand. We built the system to read it.
Many academic studies highlight that the best ideas or strong conviction can lead to better investment results. Our journey began by applying big data techniques to follow the clues left behind by portfolio changes.
The possibilities were extensive, and we meticulously analyzed the data to find answers. Ultimately, we discovered a measurement that effectively captured the essence of conviction, signaling opportunities to reweight certain stocks and tilting indices. It's been there all along; hidden in plain sight. Come take a look.
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Welcome. @PortfolioStory is my place to share interesting tales about stocks and investing, utilizing genuine trades from experienced investors. Just like fingerprints at a crime scene, stock trading and portfolio construction reveal an investor’s thinking in a rapidly changing world. While no investor possesses the perfect crystal ball, changes in stock ownership can provide clues about future trends, contributing to potential investment outperformance.
Conviction Scores are not investment advice, but readers may discover valuable insights into trading behaviors, as we believe that 'Every Portfolio Tells A Story.'
Our most recent content can be found on X and LinkedIn before this site. Follow on X (Twitter) @PortfolioStory https://x.com/PortfolioStory
LinkedIn: https://www.linkedin.com/in/tsgalbraith/