3 Apr'26 Portfolio
Fully invested but defensively
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 defensive segments of the US market and Japan.
Overall Sector Splits
- Defensive sectors such as Utilities and Consumer Staples (Non-Cyclicals) make up the largest exposures. I cut my Energy exposure too soon as I got shaken out by the headlines.
Sections below disclose individual holdings, satellite vs core splits, and yen risk management. Available only for the Hunter tier.
