Dispersion within the Index
Week 22 - Equity Portfolio Update
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I have included the chart below to highlight the importance of old prices.
Daily
Don’t overcomplicate it. Everything still stands from Friday. The Green line is Green.
EoM soon(tm)
Current Open Equity = 26.6%
Stop Loss Trigger = 22.4%
Current Closed Equity Return = 24.3%
Our open equity outstanding is ~27% since we started in Dec ‘23. We have been able to capture ~25% returns in closed trades, meaning ~2% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!
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Think pieces!
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