Edition #113 - Equity Outlook, My Portfolio, and Newsletter Changes
My Top 10 Holdings & Portfolio Overview
Hey everyone,
Before we dive into my thoughts on the equity market over the past week & highlight my top 10 stock holdings, I want to discuss some important changes coming to the format & schedule of my premium content. The nature of these changes are based on important changes to my investment strategy effective immediately. Over the past week, I’ve been selling off my equity exposure in order to increase my crypto allocation to 100% of my investable assets. While I am shifting my portfolio exposure, I will continue to do a significant amount work in regards to analyzing stock market conditions & analysis on individual stocks. This has been and will continue to be the work that gets me the most excited and plays an important role in my research process.
While I will no longer be producing my “Top 10 Stock Holdings” reports, I want to continue to provide extraordinary value for all of you subscribers who are here for my stock market research, commentary, and analysis. As such, here is the new format of the content you can expect to see going forward:
1. Weekly watch list reports of the best stock setups that I’m seeing in the market. This will replace the 1x/month schedule that I have been committed to. In these reports, I will provide full charts, commentary, and technical analysis of each setup. You can expect to see between 15-30 stocks in each weekly report. You can expect to receive these reports every weekend, likely on Saturdays.
2. Weekly deep-dives on my stock market views, very similar to the type of content that I provide in the “Equity Outlook” section of these current reports. These newsletters will include new data & charts to support my fundamental views on the stock market, analyzing sentiment, price structure of the indexes, fund flows, and a variety of other data points. I will dive into specific industries & sectors, such as semiconductors or SaaS/cloud, in order to provide a top-down view on a variety of topics. You can expect to receive these reports every weekend, likely on Sundays.
3. Monthly updates on my allocation mix & asset holdings. Rather than giving my top 10 holdings, I will provide a full pie chart of my assets. As I stated earlier, I’m expecting for more than 90% of my portfolio to be allocated to cryptocurrencies in the near future, investing in a variety of alt-coins to expand outside of my existing Bitcoin & Ethereum positions. These reports will be fairly brief, but comprehensively review my allocation mix & individual holdings. You can expect to receive these reports on either the last or first day of each month, depending on the timing of my other publications.
4. Ad-hoc deep-dives on the stock market, cryptocurrencies, and economic topics.
Please send questions, comments, concerns to me directly at my email: calebfranzen@gmail.com
I’m also doing a promotion with a 10% discount for premium membership, meaning you’ll be able to get access to at least 9 premium reports per month for a cost of $9! As an FYI, I’ll likely be doubling the cost for new premium members at the start of 2022, so be sure to lock these rates in now. (Valid through November 7, 2021)
With that out of the way, let’s dive into this final version of the “Equity Outlook & My Portfolio” report…