Portfolios and Performance

Great investors are honest and transparent. Ray Dalio, Stanley Druckenmiller, Cathie Wood...they all state their views plainly and take responsibility for the results. The reason is that we learn faster when we reflect upon our successes and failures. That's why we share our portfolios and performance.

This is not investing advice. Seek a financial professional before making important financial decisions. Nothing we say or write is a recommendation to buy/sell/or trade any security.

Benchmarks

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.