Storm in a Salad Bowl?

Intra-week Portfolio Update

Feb 27, 2025

∙ Paid

I highly recommend using the link to view these posts in a desktop browser. Substack limits the size of emails, and since I use a lot of images, some readers have been missing important data by only viewing the truncated email.

Will we need to go even larger in our crockery selection?

Current Open Equity = 32.4%
Stop Loss Trigger = 28.9%
Current Closed Equity Return = 29.4%

Our open equity outstanding is ~32% since we started in Dec ‘23. We have been able to capture ~29% returns in closed trades, meaning ~3% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!

If all our stop losses hit bar any gap risk we hope to close ~29%

It cannot always be rosy! There is no free lunch we have to risk losing to be in the game to win. We could have a -0.5% drawdown on closed equity.

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