28 Aug'26 Portfolio
Cash, shipping and healthcare again
Portfolio
Weekly visibility into the Hunting Alphas' portfolio composition and weights.
21 Aug'26 Portfolio
Cash, shipping and healthcare
14 Aug'26 Portfolio
Diversified industrials focused portfolio
7 Aug'26 Portfolio
Selective bets on a few themes via ETFs
31 Jul'26 Portfolio
A high cash allocation
24 Jul'26 Portfolio
Still have heavy exposure to REITs and Energy
17 Jul'26 Portfolio
Avoiding the tech selloff