Holdings Disclosure Policy

What Ticker Nerd's owner holds, when he trades, and the rules that keep members ahead of our own orders.

Holdings Disclosure Policy. Dated 13 November 2026.

We invest our own money in the system we publish. We think you should know that, and know the rules we trade by, so you can weigh our research with it in mind.

Who this covers

Aslam Ghouse, our director, his household, any account he controls or manages, and Ticker Nerd Pty Ltd itself. In this policy, "we" means all of them.

What we hold

We hold the shares in the Ticker Nerd 20, the model portfolio members see. Assume we hold every share in the Ticker Nerd 20. Members see its current holdings, and every trade it has made, in the members' area.

We may hold other investments that have nothing to do with our research.

When we trade

• Members first. When the model changes, members get the rebalance note before the US market opens. Our own orders fill at that open or later, never before the note is sent.
• We follow the model. Our Ticker Nerd 20 trades are the model's published trades. We don't trade a Ticker Nerd 20 share against what the model publishes.
• No short-term trading. We hold any share we buy for the Ticker Nerd 20 for at least 10 market days.
• No workarounds. We don't ask or arrange for anyone else, family included, to trade where these rules stop us.

Records

We keep broker records of every trade this policy covers for at least seven years, and give them to our licensee, MoneySherpa Pty Ltd (AFSL 451289), whenever it asks.

Questions

Email hello@tickernerd.com. See also our Financial Services Guide and Disclaimer.