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Portfolio Performance

Every figure on this page is pulled straight from the Interactive Brokers account that holds the book, and refreshes on its own each Saturday while the markets are closed.

Last updated — from Interactive Brokers

Figures cover the leveraged long/short book only. A separate low-risk portfolio holds the balance of assets noted on my CV and is not included here.

Portfolio value — Net liquidation value
Return since inception — —
Month to date — —

Like-for-like window, since 27 April 2026Measured against the major indices

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Time-weighted, one row per weekWeek by week, against the S&P 500

Week ending Fund S&P 500 Difference What happened

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Daily marks since inceptionRisk and exposure

Maximum drawdown — Largest peak-to-trough decline
Sharpe ratio — —
Gross exposure — Long + short notional
Net exposure — Long less short

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Positions as at the last refreshHow the book is positioned

The long book, by sector

Net sector exposure

Long less short, as % of NAV

The five largest positions

TickerCompanySide% NAV

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0 writtenInvestment theses

Written by hand rather than generated, and kept separate from the figures above. A thesis is the reasoning a position was taken on; it is not a recommendation, and it is not revised when the position moves against it.

— heldEvery open position