![]() ![]() Many thanks to the team at Bull & Stash for making this review possible. Two other sizes are available, including the "Allison" portfolio (a larger, top-bound pad) and the "Market" (a pocket-sized journal).ĭisclaimer: Bull & Stash provided me with the notebook featured in this review free of charge, for review purposes. ![]() Stash Capital LLC, an SEC registered broker-dealer and member FINRA/SIPC, serves as introducing broker for Stash Clients’ advisory accounts. Advisory products and services are offered through Stash Investments LLC, an SEC registered investment adviser. Refills are available at $6.95 for 50 sheets, and you have the option of 110lb "Fountain Pen" paper, which per Bull & Stash has increased tooth and less bleed. Stash is not a bank or depository institution licensed in any jurisdiction. ![]() You can purchase the Leonard notebook directly from Bull & Stash for $79.95. That said, the leather on these journals is very high quality, and the product itself is attractive. Personally, I don't find this type of paper particularly practical, so my Bull & Stash products only get used infrequently, and mainly as notepads that I keep in the office or around the house. If you use notebooks primarily as "jotters," and either scan or throw out pages after you're done with them, this may be a system that works well for you. Stash through the Diversification Analysis feature does not rebalance portfolios or otherwise manage the Personal Portfolio Account for clients on a discretionary basis. A Personal Portfolio is a non-Discretionary Managed Account. Like most notebook "systems," whether or not the Bull & Stash Leonard will work for you depends on how you use paper and whether you mind writing only on one side of the page. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account. Read genuine reviews and feedback from a range of Receipt Stash users. ![]()
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