Strategy for 2021

Updated: Feb 17

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.


By the team at IntuitEcon


Our team has developed a basket of securities for 2021 that we believe will perform well under a variety of potential scenarios during 2021. What we present below is a buy and hold allocation. We trade around these positions, and occasionally speculate. We also tend to invest in individual companies instead of using ETFs. For these reasons we will generally not be holding this exact allocation. However, we do think that this allocation provides a prudent risk reward balance.


This portfolio reflects our thesis on the bond bubble, technological innovation, the falling dollar, reopening trade, and the energy revolution. For more on our thesis please check out our blog.


Asset Allocation



We added a "Passive Simple Low Risk" strategy on February 17, 2021 in the second to last column. Securities with zero weight have blank weights to make it easier to see where weights are positive.





Supporting Research


You can find our research on our blog in this website. We apply a multi-disciplinary approach that covers insights on changes in the economy, the psychology behind markets, technology driving innovation, and related investing strategies.

https://www.intuitecon.com/blog


Past Performance


We made 420% last year, but don't expect to do that ever again. Last year was full of change and that created many opportunities. We also got lucky more than once. Feel free to learn more. We tell the story in the video below.


Follow us on Twitter


Thank you for you interest. We look forward to receiving your thought on Twitter. This is where we connect our minds to the most brilliant people in the world. We love connecting with others that share our passion for learning about everything. That passion and the relationships we build along the way is the only secret sauce we have.

https://twitter.com/IntuitEcon



Sincerely,

Team at IntuitEcon



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.