Tomorrow I will be adding a new feature to the website, a Muwabi actively managed portfolio. The intent is not to provide investment advice or publicly disclose my own holdings because this is not what I aim to accomplish. If I were doing either of these things, it would be much more closely researched and managed. I will put up a legal disclaimer on every portfolio report to make this very clear. The reason I’m adding this feature is to begin tracking how much of the commentary might look in an investment portfolio. When the average person reads about heavy economic indicators, it can be somewhat dull and meaningless to their own life. When you put it in the context of how this might impact certain markets, industries, companies, and asset classes there is an entirely different perspective. Again, I’m not advocating any specific trades or dispensing investment advice but simply demonstrating how one such portfolio might look and perform.
I will be updating my holdings as I see fit and disclosing performance results on a periodic basis. This will all be tracked on a separate blog format using a link to be created tomorrow. The URL for this will be www.muwabi.com/portfolio. Of course I’d like to see this portfolio perform well but it’s really more experimental than a grand attempt at making money.
The portfolio will start with $1 million and include a mixture of long and short positions, although much heavier weighting to the shorts. All securities will be bought and sold using macroeconomic analysis rather than a bottoms up, technical, or correlation type strategy. All results will be posted exclusive of commission, taxes, or fees. Finally, I will only be including stock and ETF transactions in this portfolio- no derivatives, REITs, bonds, or other alternative investments. I probably won’t comment much on the actual blog about this portfolio because it’s really more of an observational feature.
The following holdings will start the Muwabi portfolio:
|
Action |
Symbol |
Shares |
Price |
Amount |
|
Buy |
UUP |
5500 |
23.65 |
$130,075 |
|
Buy |
NLC |
2800 |
21.93 |
$61,404 |
|
Buy |
STP |
3500 |
13.01 |
$45,535 |
|
Buy |
MWW |
4000 |
14.32 |
$57,280 |
|
Buy |
GE |
3800 |
15.79 |
$60,002 |
|
Sell Short |
EWA |
6300 |
20.59 |
$129,717 |
|
Sell Short |
HYG |
800 |
84.95 |
$67,960 |
|
Sell Short |
JJC |
2300 |
39.38 |
$90,574 |
|
Sell Short |
HYD |
2200 |
31.03 |
$68,266 |
|
Sell Short |
EWJ |
7800 |
9.82 |
$76,596 |
|
Sell Short |
WFC |
3000 |
27.42 |
$82,260 |
|
Sell Short |
GUR |
3200 |
40.62 |
$129,984 |