Tech Crash Strategy

Updated: Dec 15, 2021

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.


Our portfolio took a big hit the past two weeks. In this article we discuss our recent track record of predictions, what went right vs wrong, and how we shifted positions to account for the rapid repricing in nearly all the securities we holdin our