New Feature - Portfolio
Over the weekend, we added an interactive "Portfolio" to the website. The portfolio is the same as what is shared in the Daily Report but now is available for users to view on the website (a screenshot is shown in Figure 1 below) .
[caption id="attachment_1092" align="aligncenter" width="650"] Figure 1: Portfolio Screenshot (Jan 4 2017)[/caption]
The Portfolio lists the current weighting within each position as well as any miscellaneous positions. Additionally, users can click each position to view a history of weighting for that position.
You can find the portfolio here.
About the portfolio:
The Portfolio is a real-money portfolio for Jason Goepfert. It is structured as an IRA and is supplementary to other investments in real estate and private businesses. The account is meant as a store of savings, and not a trading vehicle to maximize gains. This is not meant as a recommendation to buy or sell any security. It is by no means intended to represent an ideal or recommended portfolio for anyone other than the author. It can change directions heavily depending on short-term volatility, and does not reflect a buy-and-hold 60/40 portfolio recommended for most long-term investors. The purpose is to simply show "skin in the game". Changes in the Portfolio will be reflected the day they are instituted, without notice. Positions taken are typically in highly liquid markets with a primary focus on ETFs and index options contracts