The questions every serious investor asks before subscribing.
It's an actively managed model portfolio focused on the companies building the physical infrastructure of the AI revolution — the chips, the networking, the data systems, the energy, and the software tools that make AI possible.
We share every position, every entry, every exit, and the thesis behind each decision. You hold the positions in your own brokerage account, on your own terms.
Billionaire's Portfolio follows activist billionaire investors into catalyst-driven value situations — breakups, spinoffs, management changes. Deep value, event-driven. decade-long track record. Average hold: 2.5 years.
AI-Innovation Portfolio is a secular growth strategy — we own the infrastructure buildout of AI across the supply chain. Faster-moving, higher-conviction concentration. Average hold: ~12 months.
Different approaches, complementary returns. Many members subscribe to both.
Since launch in June 2023, we've completed 28 exited campaigns. The average gain across all 28 exited campaigns is +39.2% with a 79% win rate (22 winners, 6 losses).
Winners averaged +58.1%. Losses averaged -30.2%. The portfolio has been rebalanced as the AI thesis has evolved — most recently in January 2025 when we restructured 20 positions to follow AI as it spread beyond chips and software into the physical world.
Performance figures represent the model portfolio — positions we recommended at published prices. Your results will differ based on your timing, execution, and sizing. For that reason, these should be considered hypothetical. Full details are on the main page.
The portfolio currently holds approximately 25 positions, each weighted at roughly 4% of portfolio value. Position sizes grow as the portfolio grows and shrink in drawdowns — equal-dollar weighted with compounding.
We add positions as new opportunities emerge across the AI supply chain and exit when the thesis changes, the valuation gets ahead of fundamentals, or we identify a better allocation of capital.
Every new position comes with a research note — the company, its role in the AI supply chain, the valuation case, the catalysts, and the risks. Delivered directly to your email.
When we exit a position, you get an exit alert with the reasoning. Between entries and exits, portfolio updates cover structural shifts, earnings developments, and any rebalancing.
You also get access to the full active portfolio — every position, entry price, current gain/loss, and weighting — updated in real time on the members site.
Many subscribers already hold positions in companies like Nvidia, Meta, or Alphabet. That's fine. The value of the portfolio isn't any single position — it's the construction: how positions are sized relative to each other, when they're entered and exited, and how the portfolio evolves as the AI thesis develops.
You might already own NVDA. But do you know when to trim it, when to add, and what to pair it with across the rest of the AI supply chain? That's what we do.
Our research notes are written in plain English. Bryan explains each position in common sense terms — what the company does, why it matters for AI, and what we expect to happen. No jargon.
You don't need to understand semiconductor physics or cloud architecture. You need to understand the thesis — that AI requires physical infrastructure, and the companies building it are generating real earnings. We handle the rest.
There's no minimum. The portfolio is designed with equal-dollar weighting — each position is roughly 4% of portfolio value. Whether your portfolio is $25,000 or $2.5 million, the proportional allocation is the same.
You can also choose to follow a subset of the portfolio — the research and reasoning behind each position lets you make informed decisions about which positions to take.
Bryan Rich is the founder of Logic Fund Management. He started his career at a London-based family office hedge fund managing money for a French billionaire, then served as Senior Trader at Integra Investment Management (Global Macro Hedge Fund of the Year nominee). 10+ years building and managing high-conviction portfolios — activist co-investing and AI infrastructure.
Bryan's daily Pro Perspectives note is read by billionaires, family offices, hedge funds, sovereign wealth funds, government economists, and advisory groups at Morgan Stanley, Merrill Lynch, and Wells Fargo — and by financial journalists at Forbes, The Wall Street Journal, Bloomberg, and Barron's.
Yes. You can cancel your subscription at any time. If you have questions or need support, reach us at support@billionairesportfolio.com or call 904.206.8810.
The full active portfolio, every research note, every entry and exit — and the reasoning behind each decision.
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