Portfolio Update - Resilience When It's Needed Most

Why It's Looking Attractive to Add Some More Directional Risk Soon

Hi fellow subscriber!

The past four weeks have been increasingly volatile for the stock market, but our performance has been markedly consistent, and in fact, positive. With the recent declines, the following question may arise: could we position the portfolio a bit more directionally?

As we commented on previously, the growth in our premium member count is inversely correlated with market sentiment. When markets are very buoyant with low volatility, there’s no need to be a bit more strategic. However, if markets stagnate or become more volatile, relying solely on stock ownership may not be enough to achieve attractive returns.

Let’s take a look at the positions we have on: