Innovation & Freedom Stocks

Legal Information and Disclosures

Nature of the List: The "Innovation & Freedom" stock list represents a collection of companies that the author finds interesting or currently holds in a personal portfolio. This list is provided for informational and entertainment purposes only. It is not a model portfolio, an index, a mutual fund, or a recommendation to purchase these specific securities at any specific time or price.

Not a Financial Advisor: The author is a Medical Doctor, not a registered investment advisor, financial professional, or broker-dealer. The inclusion of any stock on this list does not constitute financial advice, investment analysis, or a recommendation that the stock is suitable for your specific investment goals. You should always consult with a certified financial professional before acting on any information provided here.

No Maintenance Obligation & Data Delays: While the author aims to keep this list current, market conditions change rapidly. The author may sell a stock listed here or buy a stock not listed here at any time without immediate notification to readers. There is no guarantee that this list reflects the author’s current real-time portfolio holdings. Any references to third-party tracking tools are for convenience only; the author is not responsible for the accuracy or timeliness of data on external platforms.

Investment Risk and Volatility: The stocks included in this list, particularly those in the biotech and technology sectors, are often subject to extreme volatility. They carry a high degree of risk, including the potential for total loss of capital. The inclusion of a stock on this list does not imply that it is a safe, suitable, or profitable investment for all readers. You should evaluate your own risk tolerance and consult a financial professional before mimicking any list or strategy found on this website.

Disclosure of Interests: You should assume that the author has a beneficial long position in all stocks appearing on this list, unless otherwise noted. The author receives no compensation from any company listed here for their inclusion.

All articles related to my Innovation & Freedom stock list can be found here (internal link).

All current positions of my Innovation & Freedom stock list can be found here (external link: Snowball Analytics).

The transactions are tracked here (external link: Snowball Analytics).

Initial positions as of August 14, 2024

I started another stock list on Savvy Trader (external link) in October 2025.