Model Portfolio Update: 6/22/25

By Greg Bordelon Published on June 22, 2025 at 7:00 PM

For the week ended 6/20/25, the model portfolio was up 82bps on gross market value (GMV).  Year to date, the book is up +6.74% on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon

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Model Portfolio: Waiting for the Summer Rain

By Greg Bordelon Published on June 22, 2025 at 6:00 PM

Waiting for the Summer Rain Summary Unchanged book claws back some performance Gas the winner for now Demoting factors Performance For the week ended 6/20/25, the model portfolio was up 82bps on gross market value (GMV). Year to date, the book is up +6.74% on GMV. Source: Bloomberg, Sankey Research The book showed up to work last week and kept its head down, just grinding it out. We had suspected after a couple of big …

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Model Portfolio Update: 6/15/25

By Greg Bordelon Published on June 15, 2025 at 7:00 PM

For the week ended 6/13/25, the model portfolio was down 14bps on gross market value (GMV).  Year to date, the book is up +5.91% on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon

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