Does One Day Make a New Trend?

Week 19 - Equity Portfolio Update

May 04, 2025

∙ Paid

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Here we go! Back into green.

For those that follow the portfolio internal names can trade uncorrelated to the index. So the index isn’t all that important but it cannot be ignored. We are heading into a calmer period between OpEx dates (historically) lets see how we go from here.

Daily

It is a holiday weekend here in Blighty so this post will be short and sweet.

Current Open Equity = 27.1%
Stop Loss Trigger = 26.9%
Current Closed Equity Return = 25.9%

Our open equity outstanding is ~27% since we started in Dec ‘23. We have been able to capture ~27% returns in closed trades, meaning ~0% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!

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