New Year New Me! Nope!
Week 52 and a smidge - Equity Portfolio Update
So here is the breakdown by sector of how the portfolio is positioned heading into the end of the year. Big overweights in Technology, Energy and Staples with moderate overweight in Industrials.
Energy is not doing well for right now, but you know what didn’t do well immediately? Health Care! We started to position in Health Care when the daggers were out and this weekend we closed a couple of those positions.
That might be a good decision, that might be a poor decision.
Who knows?
..but I know exactly why I got in and exactly why I got out. No second guessing no hand waving no wishing or hoping. Just numbers.
Current Open Equity = 31.6%
Stop Loss Trigger = 29.9%
Current Closed Equity Return = 26.7%
Our open equity outstanding is ~32% since we started in Dec ‘23. We have been able to capture ~27% returns in closed trades, meaning ~5% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!
Do I wish it was higher? Of course I do! Equities have had a crazy year in 2025 and I wish I had captured more of it.
I am also super proud that the system in the panic of April allowed us to keep our head and not make any stupid forced mistakes.
Everyday is a school day.
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