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Keep TLT short + Tech RV trade
let inflation be your friend
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Portfolio update & stock comments 10-Feb-21
watch that inflation closely
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Feb 10
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Shopify - an expensive operating system
In our last week’s update, we sold our position in $SHOP to fund some of the other names. In this newsletter let’s dive into the details on why we like…
Deep Yield
Feb 7
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$GME, FED and portfolio update
observe the fight, follow the FED; portfolio +25% in Jan-2021;
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Jan 31
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quick update
we moved our model portfolio update to deepyield.io
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Jan 24
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Tencent is the new Berkshire Hathaway
A closer look at the tencent’s investment book
Deep Yield
Jan 20
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2020 Week2 model portfolio update
We added Tencent and $FUTU, trimming $BABA and $SE
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Jan 15
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More than Chinese Robinhood
why $FUTU is a 10x bagger after a 500% return in 2020
Deep Yield
Jan 15
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