For the week ended 12/20, the model portfolio was up 61 bps on gross market value (GMV). Year to date, the model portfolio is up 19.7% on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon
Summary Up week for the book in a down week for the market Paranoid (?) prophylactically positioning for a funky year-end Oil: less bad, but not good Refining: still bad, not good Energy company sponsorships clearly afflicting NOLA sports teams Performance For the week ended 12/20, the model portfolio was up 61 bps on gross market value (GMV). Year to date, the model portfolio is up 19.7% on GMV. Source: Bloomberg, Sankey Research Having mulled …
For the week ended 12/13, the model portfolio was down 70 basis points on gross market value (GMV). Year to date, the book is +19.1% on GMV. Source: Bloomberg, Sankey Research The week was over the moment the bell rung Monday morning. China stimulus news rallied our shorts and hit our longs hard enough that we could not recover over the remainder of the week. A couple of off-cycle earnings releases were non-events, as were …