27 Mar'26 Portfolio
Finding plenty of opportunities despite weak market indices
Broad exposures
Regional Splits
- The portfolio has true global equity exposure, with most of it in North America.
Country Splits
- I am finding the most opportunities in some segments of the US market despite overall market indices weaknesses.
- Almost half of the exposure comes from a very diversified set of countries.
Overall Sector Splits
- In the current environment of global energy shocks and energy commodity price rises, I am seeing the most opportunity in energy-related stocks.
- The other exposures are weighted more toward defensives, hard assets and financials.
Sections below disclose individual holdings, satellite vs core splits, and yen risk management. Available only for the Hunter tier.
