live track record on Dub · more about Lionshare · 6-year backtest· FAQs
Every Monday I publish a full stock portfolio I run with my own money, every position with its exact weight and stop. The complete record is public on Dub.
This week’s summary
Stance, fully invested
Positions, 10
Added, 0
Removed, 16
Cash, 0.0%
The setup this week
I’m fully invested this week, after three Mondays in a row with 70% of the portfolio held in cash. The system’s regime-adaptive reading has been slowly moving toward risk-on for weeks and now sits at the change level, so the call came down to a very thin margin. With the trend improving slowly the whole way up, this was the week it tipped over.
The index sits above both its 50-day and 200-day averages, and a little over half of all stocks trade above their own long-term trend. Day to day, more stocks are still falling than rising. I’m watching that closely to see how market conditions are affected.
What changed is the position count and concentration. Last week it spread 30% across twenty-six names at the same weight each, and this week the whole portfolio goes into ten of them.
Below the line, paid subscribers get the full list, every position with its weight and stop.
