Portfolios

This is not investing advice. Seek a financial professional before making important financial decisions. This article is for informational purposes and should not a recommendation to buy/sell/or trade any security.*

Benchmarks

Benchmark portfolios that we use to assess our performance. 

Long Portfolio (Oct 7, 2020)

We run a Long/Short portfolio that may differ substantially from our benchmarks because of tax considerations and our focus on individual stocks over asset class ETFs.

Shorts going into election (Oct 13, 2020)

Post Election Short Targets

We share our holdings on our Twitter feed. However, tax considerations will often lead our holdings to reflect a different allocation than we would deploy otherwise. The above allocations reflect the broad asset allocations we would deploy if given new capital to invest. Our portfolio uses a Active Long Short strategy, however we also provide a Passive Long Only strategy as many of our followers prefer not to short securities. The benchmarks are for informational purposes only. Allocations are updated when market moves or the environment leads our preferred allocation to change materially from what is stated above.