Portfolio Update: Actively Passive Investing
We close the month with the portfolio narrowly beating the index by 9bps since inception. With the FIFA World Cup looming, I reckon there are potential runners in the bag which will help the portfolio.…
Portfolio Update: March 31, 2025
Portfolio update for the month of March 2025 along with general commentary on the markets.
Portfolio Update: February 2025
Update for the month of February 2025. New positions include BMBL, TGI, VSTS. TD and KLG Puts closed out. No major long term changes to the portfolio Marketable Securities The top 5 marketable securities held…
Portfolio Update: January 2025
Update for the month of January 2025. New positions include SUM, ATSG, HOG Puts (Short), along with commentary on the HOG thesis, the missed ATSG investment (currently in play as a merger arbitrage deal), and…
Portfolio Update – YE 2024
A quick update of the portfolio that I have been managing since Aug 2024. The portfolio is primarily asset class agnostic and focuses on long-only investments with an occasional short bias, with a focus on…
Why ARKs Cathie Wood is still bullish on Tech
Understanding the recent tech selloff, and what it means for your portfolio