The Overlay Portfolio implements our best ideas through derivatives. It consists of two components: An investment component that aims to participate in cyclical trends. A trading component that focuses on pattern recognition.
The overlay is portable to most institutional fixed-income or equity portfolios. The calculations above are based on a 10% margin requirement. A non-leveraged implementation results in roughly 10% of the returns above and investable cash of >90%.
A simplified and non-leveraged version, which includes its underlying components only, can be also subscribed by individuals under the Top Picks package.
Past results do not project future results.
Recent Analysis Examples
A few examples of our forecasts since we’ve made our work publicly accessible by launching this website are summarized below: