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Honest Board



For transparency, we will continue to maintain our honest board archives in written format here. The market commentary that previously featured here will now be distributed in the Beat The Market video on Sundays.


This week we were long equities with a portfolio consisting of 10 stocks: NVDA, TSLA, ABNB, MPWR, FCX, TEAM, URI, TTD, PLTR and AXON.


The market went up (just about!), so our decision to be long was vindicated.


Our positions in NVDA and MPWR were our biggest gainers, while our China related positions of TSLA and FCX detracted from returns.


Our portfolio was up 2% compared to just 0.2% for its benchmark.


Performance vs benchmark

Portfolio

Benchmark

Current Holdings

Current week

YTD return

YTD Benchmark return

Unbound Macro Regime Switching

ACWI Large Cap

NVDA, TSLA, ABNB, MPWR, FCX, TEAM, URI, PLTR, AXON, TTD

2.0%

3.7%

1.5%


Source: Yahoo, DavidWooUnbound

An archive of our prior weeks is available here.

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