Current Holdings
December 24, 2020
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Posted by Alex Nason
Current Holdings
December 23, 2020100 – Total Percentages = Cash.
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Current Holdings
December 22, 2020
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Current Holdings
December 21, 2020
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Current Holdings
December 18, 2020
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Current Holdings
December 17, 2020
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Current Holdings
December 15, 2020
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Current Positions
December 14, 2020
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Posted by Alex Nason
Quad 2 (Stagflation) Portfolio Update
December 13, 2020Here are my current holdings:
Try to catch them on an oversold dip. Don’t chase them. Don’t but in when they are overbought. Average in slowly if you don’t know what you’re doing. Good luck!
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Posted by Alex Nason
Quad 3/4 Portfolio Update
November 3, 2020
This portfolio was very carefully constructed with market uncertainty in mind. We are currently expecting long term stagflation, with the possibility of a recession/depression macro environment during the 4th quarter of 2020. It’s a combination of contrarian plays (XLE), defensive plays (GLD, GBTC, TLT, TIP, SHY, IVOL), Bullish plays (CHIQ, KBA), special situations (REMX, LSF) and an oversold commodity play (JO).
Enjoy! – Alex
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Posted by Alex Nason
Nason Investment Research 