Holdings & Watchlist 📈
Nothing herein is financial advice. Past performance is in no way indicative of future returns. Any listed holdings are not guaranteed to be up to date or accurate. All holdings are delayed. Please do not think mirroring any of my holdings listed here will give you any sort of acceptable returns or generate alpha.
Positions last updated: 2/17/2021
About my portfolio
I'm invested cross-asset in my traditional portfolio. This portfolio has various allocation, primarily across equities, fixed income, and commodities. I run primarily active strategies in the above.
In public equities I allocate based on continued personal growth and understanding of portfolio theory, quant finance, and algorithmic trading. The majority of my investing is treated as a learning experience, oftentimes to the detriment of my total returns.
I tend to shy away from leverage and short positions and hold a limited amount of cash. For this reason allocation will almost always approach 100%.
Equities, Fixed Income, and Commodities
These asset classes should make up the bulk of my personal holdings, though often they do not. I diversify across a variety of strategies, some derived from pooling strategies with others. Some are quant, others less so.
You'll see small positions in individual equities on occasion for a variety of reasons. I may think an equity is mispriced, is a nice place to park cash over SCHO, or I have a thesis or unique insight I've perceived as an edge.