Investment Updates
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2026-06-01
NAV: 375,284.9Total Shares Outstanding: 363,418NAV per share: 1.0327Performance since inception: 2.52% The Middle East conflict continues to move markets with some hope for a peace deal emerging on 23rd May. Trump has told his diplomatic representatives not to rush into any deals, as ‘time is on their side.’ However, I believe that he’s actually desperate…
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2026-05-01
NAV: 365,976.29Total Shares Outstanding: 363,418NAV per share: 1.007Performance since inception: -0.03% What an amazing month for US equities in April, as they rebounded to positive territory YTD, erasing all losses with an astonishing ~13% gain in just a month, as markets priced in peace talks and potentially the end of the war. Unfortunately, we did…
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2026-04-02
NAV: 360,875.17Total Shares Outstanding: 363418NAV per share: 0.993Performance since inception: -1.42% Last month’s market movement was dominated by the US–Iran conflict and marked the 1st time we experienced back-to-back portfolio stop losses, where our account was almost or completely stopped out TWICE!. Our portfolio suffered ~8% loss in just a few weeks. I believe poor…
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2026-03-04
NAV: 373790.01Total Shares Outstanding: 363418NAV per share: 1.0285Performance since inception: 2.11% Global equities entered a selloff just days before our rebalancing, stopping out many of our positions as the conflict in the Middle East eroded investor confidence. February’s top performer (EWY) experienced one of its largest one-day drawdowns during U.S. overnight trading, falling approximately 13%,…
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2026-02-27
NAV: 390163.39Total Shares Outstanding: 363418NAV per share: 1.0736Performance since inception: 6.58% No rebalancing this week with a quick update. This will be the last weekly update as I’ll be transitioning to a monthly update in the form of a report. I look forward to this improvement, and I hope you like it too. Additionally, our…
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2026-02-20
NAV: 384540.45Total Shares Outstanding: 363418NAV per share: 1.0581Performance since inception: 5.05% No rebalancing this week with a quick performance update. Our Silver position got stopped out this week as precious metal traded sideways with high volatility. South Korea and U.S. Energy continues to trend upwards. U.S. Headline CPI came in at 2.4% YoY, well below…
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2026-02-13
NAV: 378938.69Total Shares Outstanding: 363418NAV per share: 1.0427Performance since inception: 3.52% No rebalancing this week—just a quick performance update. Last night, the market saw a broad sell-off from another AI scare as investors worried that disruption could spread to sectors such as logistics, transportation, and real estate. This was similar to last week, when Anthropic…
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2026-02-06
NAV per share: 1.0356Performance since inception: 2.81% January was a volatile month for markets from a series of events, starting with the arrest of Venezuelan President Maduro, followed by Trump sending an armada of ships toward Iran over the killing of protesters and restarting its nuclear program. And then, Trump revived his desire to acquire…
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2026-01-30
NAV per share: 1.044Performance since inception: 3.65% This week has been eventful with many tech earnings, companies that met expectations were handsomely rewarded, while others (e.g., Microsoft) saw major sell-offs. On top of earnings, markets have been choppy, with almost all of our commodities positions (silver, gold, and copper) being stopped out. Momentum for these…
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2026-01-23
NAV per share: 1.0322Performance since inception: 2.47% Markets were turbulent this week given Trump’s attempt to acquire Greenland, which almost sparked a trade war. Tuesday’s open saw a gap down but recovered after Trump reversed course and pared back his tariff and military threats. The rebound benefited our portfolio as almost all other funds turned…