Portfolio Recovery Week | All Portfolios Outperforming The SPY

This is a free preview of a paid episode. To hear more, visit thesimpleside.substack.comEnjoy this article thanks to Cash App! Reminders: Copy Trading HerePortfolio Views HereMacro Indicators HereResearch Reports HereGood Morning, Simple Side ShareholdersLike always, we are going to take a quick look at the current macro perspective we hold. You can and will find lots of different macro analyses out there, but none that are quite like ours. We focus on three core components — bonds, gold, and equities — and we have built a macro model for each. These three models provide a “risk score” which represents the risk the asset has of losing value. These current risk scores are accessible by paying subscribers on our website: https://thesimpleside.news/macro-indicators.After each model runs, we run a fourth and final model that takes all of the data we have compiled and combines all of the other models together.I know that is a bunch of nerdy information, and I won’t bore you with any more of it. Just know that we are doing a lot to ensure our Macro Regime tracker stays accurate and valuable. The current overall regime is a slight buy at 0.17. If you are looking to allocate capital, I think the current state of the economy warrants it, however, there isn’t any strong conviction to either “back up the truck” and buy nor any to “unload everything and run.” In general, it is a safe investing environment. In the image below, you should be able to see how over the past three months we have really been wavering between periods of slight buys and then periods of holds. Again, I think this bodes well for the market in general, and if you check the 3yr look at the macro indicator you can see that the last time we bounced between slight buys and holds on this indicator, we saw a large buying opportunity follow.Remember, this regime looks at gold + bonds + equities so don’t base investing decisions entirely on the total macro indicator!We have detailed looks at Gold, bonds, and equities individually on the website: https://thesimpleside.news/macro-indicators. I will show you all of the current regime rankings though: Last thing before we move on — we have added the macro portfolio to the portfolios tab on the website. You can see the macro portfolio by clicking here: Macro Portfolio. Please ignore the extremely high CAGR if you go to look at the portfolio… since the portfolio is brand new and has performed so well, the CAGR shows up as incredibly high. The macro portfolio is currently up around 13.37% YTDPortfolios & Research PerformancePaying subscribers have access to 4 different portfolios. Flagship FundTech GrowthAI PortfolioMacro PortfolioClick here to copy trade them on Autopilot.They also have access to our stock research reports as well. These stock research reports are typically once weekly and offer Bull, Base, and Bear cases for the stock. We also provide a time horizon as well as an exit price and our target return for the stock. We send out stock research reports through this newsletter, and publish all of them on our website here — https://thesimpleside.news/research — so that we can be transparent with the performance and the returns. This past week, we had another one of our picks hit our target return.We have published 16 stock reports. Of those 16, we have 12 that have closed, and 4 are still open. Of the 12 closed, 10 of them have closed in profit. So, we have an 83% win rate and a 24.3% average return… incredible. Before we get into all of the specific holdings we have across all of the portfolios, and our upcoming changes, I want to share the current performance we have across the board.Apologies for the fuzzy screenshots… I am trying to solve this problem…Portfolio Performance: Ignore the CAGR on the Macro Portfolio… since the portfolio is up 13% from Jan 2, and that is all the data we have on it, the CAGR just looks insane, but has yet to be proven.Stock Research PerformancePortfolio UpdatesThe password to access the website will be found after the paywall.Paid subscribers get direct access to all of these portfolios & real-time updates. My portfolios are available for paid subscribers to access in three places:Joining paid here: LINKCopy trading On Autopilot: LINKViewing them on my website: LINKNow let’s get into all of my portfolios, holdings, and updates…