“Agents add about 40% to the Amazon basket. I see that in my own life. My agent upsells me constantly.”
DK
Devin Kunysz
The CPG Guys ·
“You can pick a dollar neutral currency basket… you’re not stacking on top of your DV01 or commodity neutral basket, and you’re not just landing on top of broad-based”
Patrick Welton · Top Traders Unplugged · TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
Play from 44:04
44:04
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What was described
Construct neutralized baskets (e.g., dollar-neutral currency, rate-neutral interest-rate, commodity-neutral) to add diversification to the main macro/futures portfolio
Said nearby on the same subject
“We've been overweight for a couple of years, but we've just paired that back… to a neutral setting… 30% currency hedged”
♫
Said on Equity Mates Investing Podcast
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
♫
Said on Equity Mates Investing Podcast
“Special situations… continuation funds… resetting the time period… you can even reset the portfolio construction of what's being purchased.”
HW
Hans Wildens
Exchanges ·
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