Search
Close this search box.

Transparency & Performance Reports

Below you’ll be able to find the performance and transparency reports of all the trades and financial assets we’ve been exposed to during specific time periods — the below may not include assets that are being used simply to test platforms and are meant to represent our investing performance and give people the ability to better understand the trades/investments we’re currently making.

Do note we also have some cryptocurrency holdings not included in the reports below — these would be around 1500 DOT, 10k ADA, and 550 ATOM — these are locked with a custodian on an ongoing basis and do not necessarily represent our current assumptions or active management portfolio.

Transparancy Report #1 | Setup

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

Setup occured between July 1st 2022 and July 29th 2022 before the initial video was created on the 29th of July. 

Transparancy Report #2 | Housing is Overvalued

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the time period of Aug 1st to Aug 15th before the initial video was created a couple days later.

Transparancy Report #3 | Everything According to Plan

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the time period of Aug 1st to September 1st, this is due to being unable to create complete statements for the second half of the month in isolation.

Transparancy Report #4 | An Expensive Lesson

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the month of Septemeber — the entire month of September as there was no mid-month portfolio update this month.

Transparancy Report #5 | Year-End Review

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the months of October, November, and December.

Transparancy Report #6 | Substantial Outperformance

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the first part of the year – January to Feb 10th.

Transparancy Report #7 | Volatility & Family In Crises

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for Feb 10th to the end of March.

Transparancy Report #8 | Changing Portfolio Strategy & Restructuring

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the start of April until around the start of September.

Transparancy Report #9 | Uranium & Energy Outperform

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for the start of start of September until Late October. 

Transparancy Report #9 | Everything Just Keeps Going UP

You can view the transparency report related to this video by clicking here this will take you to the full brokerage statement of the portfolio for the time period.

This is for late october through more or less the end of the year (dec21)