Thanks to Cash App for sponsoring today’s post.
In today’s newsletter we are taking a look at portfolio performances again (like usual, but we are also going to take a peek at all of the current holdings… on the website: https://thesimpleside.news/ — we have been having a ton of issues getting our holdings to remain 100% updated… we are workng on fixing this, but what you will see today will be the source of truth!
Alternative Managed Portfolios (offered on Autopilot)
The Perplexity AI Finance Portfolio
Portfolio managed entirely by Perplexity Finance, offered by The Simple Side on Autopilot.
The Insideredges.com Portfolio
Portfolio built by Insider Edges Premium Picks, Monthly Picks, Momentum portfolio, and Ultimate Portfolio.
10+ holdings
Picks come from across all their pro-tier portfolios.
Managed Portfolios (offered on Autopilot)
Long-term holds (12-month rebalance)
Focused on quality growing companies
15-25 holdings
Mid-to-long-term holds (3-24-months)
Focused on disrupting high-growth names
Includes monthly picks
15-20 holdings
The Second-Hand Effects Portfolio
Mid-to-long-term holds (3-24-months)
Focused on current trends, “picks and shovels.”
15-20 holdings
Other Offerings (Only Available Through This Newsletter)
Individual stocks we invest in whenever we find good opportunities.
New Macro Indicator
Let’s start with the new macro indicator we’ve added to the website. In general, it looks at bonds and whether the current environment is bullish or bearish for the bond market. That often affects the equity market in an inverse way.
The image included in the newsletter shows the yield curve regime. It tracks the 2-year and 10-year Treasury yields and analyzes curve behavior using a 250-trading-day lookback. Across the historical data, you can see which regime the market has been in, including bear flatteners, bear steepeners, bull flatteners, and bull steepeners.
This gives you a quick, general view of how investors are positioning in the bond market. When investors become bullish on bonds, that can be a negative signal for equities because the two markets often trade inversely. If investors are moving toward risk-off assets, that activity can pressure the stock market, which is generally considered a risk-on asset.
You can find the indicator here: https://thesimpleside.news/macro-indicators!
For paid subscribers, let’s move into the portfolios. As always, we’ll start with the two externally managed portfolios. They are not specific to The Simple Side, but we offer them for subscribers who want to follow along or copy trade them…
