Portfolio +8.4% YTD, 2.6x the market since inception. Plus break down the CLS dip, share the survey takeaways, and walk through the changes I’m rolling out.
Great Weekly, George. Love the PM style framing (process + portfolio behavior vs SPX, not just picks). CLS pullback breakdown was especially useful. Curious how you manage exposure , adds during index pullbacks , structured playbook or bottom-up tape-driven?
It is mainly bottom up. But I am keeping track of concentration per themes (AI supply chain, financials, gold…). In index pullbacks I only rebalance when prices get too disconnected. I don’t rebalance often as it needs to be a huge move. Last time it was during the tariff saga, I sent a trade alert to paid subscribers taking profit on a couple of names and doubling down on TSM. That rebalancing paid handsomely.
Oh and I forgot to mention I also track geographical concentration and as I have mentioned in previous weeklies, I am diversifying away from the US. I went from 80% US in 2024, to 65% as of the end of 2025 and I aim to have 35-45% US exposure in the next couple of years.
Great Weekly, George. Love the PM style framing (process + portfolio behavior vs SPX, not just picks). CLS pullback breakdown was especially useful. Curious how you manage exposure , adds during index pullbacks , structured playbook or bottom-up tape-driven?
Thanks Andrew.
It is mainly bottom up. But I am keeping track of concentration per themes (AI supply chain, financials, gold…). In index pullbacks I only rebalance when prices get too disconnected. I don’t rebalance often as it needs to be a huge move. Last time it was during the tariff saga, I sent a trade alert to paid subscribers taking profit on a couple of names and doubling down on TSM. That rebalancing paid handsomely.
Oh and I forgot to mention I also track geographical concentration and as I have mentioned in previous weeklies, I am diversifying away from the US. I went from 80% US in 2024, to 65% as of the end of 2025 and I aim to have 35-45% US exposure in the next couple of years.