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It's cool to be boring - why it's time to trade less & read more
but if you have to trade, got a good one for you.
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Deep Yield
May 2021
February 2021
Keep TLT short + Tech RV trade
let inflation be your friend
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Deep Yield
Portfolio update & stock comments 10-Feb-21
watch that inflation closely
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Deep Yield
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…
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Deep Yield
January 2021
$GME, FED and portfolio update
observe the fight, follow the FED; portfolio +25% in Jan-2021;
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Deep Yield
quick update
we moved our model portfolio update to deepyield.io
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Deep Yield
Tencent is the new Berkshire Hathaway
A closer look at the tencent’s investment book
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Deep Yield
2020 Week2 model portfolio update
We added Tencent and $FUTU, trimming $BABA and $SE
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Deep Yield
More than Chinese Robinhood
why $FUTU is a 10x bagger after a 500% return in 2020
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Deep Yield
2020 week1 model portfolio update
Overall performance: 2021 starts with an exceptionally strong week, especially for some of momentum names. Our model portfolio benefited from its long…
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Deep Yield
Having a nuanced view on Tesla
trade idea for both $TSLA haves and have-nots
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Deep Yield
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