Nov. 14 at 11:22 PM
Accountability Partners Current Portfolio Holdings and Weightings:
I'm semi-retiring this account, so this will likely be the last update for a while from me. Thank you for your interest in our portfolio and my trades!
We sold/tax-loss harvested our entire
$KMLM +
$DBMF positions. Our current cost basis is
$0.00 (zero), so all the money in the portfolio right now is pure profit. Since the portfolio cost basis is currently
$0.00 (zero), I'm not able to perform any meaningful CAGR calculations for the portfolio at this time.
$CTA at
$27.02/share ~99% of portfolio (taxable cost basis
$26.59/share)
Cash about +1% ; Margin Equity 100%
Portfolio Diversification with Managed Futures
https://www.simplify.us/blog/portfolio-diversification-managed-futures or https://archive.is/R1AUZ
Simplify CTA Fund Deep Dive Live
Aug 29, 2024
https://www.youtube.com/watch?v=GaIiyf2GLkg
"Charlie McGarraugh of Altis Partners joins Simplify's Larry Kim to discuss the methodology, positioning, and opportunities of the Simplify Managed Futures ETF (CTA)."
$STUDY