growth of 100 - actual portfolio
Historical Performance
| Quarter Perf | Deep Yield | ARKK | QQQ | SPY |
|---|---|---|---|---|
| Q1-20 | 89.6% | -12.1% | -10.3% | -19.4% |
| Q2-20 | 85.8% | 62.1% | 30.3% | 20.2% |
| Q3-20 | 17.4% | 29.0% | 12.4% | 9.0% |
| Q4-20 | 45.4% | 37.5% | 13.1% | 12.1% |
| YTD-21 | 57.2% | 24.5% | 6.8% | 4.4% |
| Name | 1-month | 3-month | 12-month | ann. vol |
|---|---|---|---|---|
| Deep Yield | 43.3% | 91.5% | 579.8% | 35.3% |
| ARKK | 8.7% | 66.1% | 176.7% | 39.4% |
| QQQ | 5.0% | 18.2% | 44.4% | 24.2% |
| SPY | 2.4% | 10.2% | 16.6% | 24.1% |
model portfolio look-through
Sector Exposure %
model portfolio look-through
Factor Exposure %
Model Portfolio - cash long & short
what's the diff to actual portfolio
| Ticker | Weight | 1-month perf | Market Cap (billion) |
|---|
Newsletters & quick comments
and other recommends
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watch that inflation closely |
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why we sold it - deep dive into its revenue segments |
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observe the fight, follow the FED; Portfolio +25% in Jan-2021. |
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A closer look at the Tencent’s investment book |
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A look at $FUTU's huge TAM |
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trade idea for both $TSLA haves and have-nots |
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Lyn Alden explains well why QE is not money-printing |
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Stock picking is highly overrated, while portfolio construction is incredibly underrated. The same picks, but with different weights or hedges or rebalance frequencies can beget a wider range of outcomes than finding new winners. |
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use $TLT puts to protect your growth names(aka: amplified long duration trade) |
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but most people see it as a religous fight |
Option overlay monitor
comming soon
| Ticker | Options | 120% Implied Vol | 80% Implied Vol |
|---|---|---|---|
| Always | Have | Protection | $on |