Sharing My Entire Portfolio
Investors,
It’s time to share my portfolio.
Full details, brokerage statements, screenshots, and a review of my portfolio strategy.
These quarterly reports, exclusive for premium members, provide a tangible assessment of my portfolio and my risk appetite in order to show how my analysis is producing actual investment decisions.
Two months ago, I outlined the key data and intermarket relationships that caused me to gradually shift from bullish to defensive, and then from defensive to bearish.
These were bold calls, but calls that have kept me on the right side of the market.
In the meantime, I’ve also shared how my analysis translated into structural changes to my portfolio, my allocation strategy, and risk management with the intention of providing effective strategies to premium members of Cubic Analytics.
This report, in its essence, will be a timestamp of my portfolio and a deep-dive review on the strategies that I plan to implement in this market environment, for both equities and Bitcoin.
In the past, premium members have said that this is one of the most valuable aspects of their membership because it shows how I put all of my analysis into action. At the end of the day, we analyze macro and markets in order to make better investment decisions, grow/preserve our wealth, and generate returns for our efforts.
Analysis without action is useless.
Let’s begin.