Long-term portfolio research
A researched group of investments built around a longer-term opportunity. Follow the selection, allocation, and exit decisions as the thesis develops.
Research. Rules. Repeat.
Access the strategies, signals, and ongoing research behind Clockwork’s portfolios and stock screener. What to buy, how much to allocate, and when to exit, guided by a defined process.
Independent research · Published decisions · Ongoing signals
01 / The systems
Two ways to put research into practice. Each has its own rhythm, with a clear process for the decisions that matter.
A researched group of investments built around a longer-term opportunity. Follow the selection, allocation, and exit decisions as the thesis develops.
A repeatable stock-selection process that surfaces opportunities to review each month. Join the research calls and receive alerts as new signals fire.
Understand what makes it worth considering.
Set the entry and model allocation.
Know when the process calls for a change.
Examine the record, including the losses.
02 / The evidence
See the published portfolio history, the source spreadsheet, and the research behind the stock-selection model.
Explore the full track recordPublished portfolio history, not independently audited. Cumulative return on the original capital through 19 June 2026. See the calculation and source. Past returns do not guarantee future results.
03 / Membership
Stay close to the research, from the first portfolio thesis to the signal that changes a position.
The research, allocations, and updates behind each release.
Review the opportunities and understand the reasoning.
Receive the entry, allocation, exit, and rationale when signals fire.
Last portfolio · closed 19 June 2026
The research, explained
Clockwork is an investment research membership covering long-term portfolios, a monthly stock screener and Telegram research signals. Members receive the entry, model allocation, exit and rationale behind each signal. Compare membership and pricing.
The stock screener uses a repeatable stock-selection process to surface monthly opportunities, reviewed on a monthly call. Portfolios focus on a researched opportunity over a horizon of one year or more. Telegram alerts communicate signals as they fire; they do not automatically place trades.
The portfolio track record and stock screener backtest are shown separately. The completed portfolio includes all 15 published exits, including losses. The screener backtest is a historical simulation of earlier rules, not the current live configuration. The published portfolio history is not independently audited.
Clockwork is the home of the research group’s portfolios, screener and signals. DeFIRE continues as a separate community focused on financial independence basics. Read the Clockwork story.
04 / Our story
Clockwork grew from a research group formed eight years ago. Along the way, we shared our growth publicly through DeFIRE, under @decentfire ↗.
DeFIRE continues as a separate community focused on the basics. Clockwork gives our research, portfolios, and signals a home of their own.
Read the Clockwork storyWealth, with a purpose
More time for what matters. More freedom to choose what comes next. Put a system behind your wealth with Clockwork.