Public-market
investments.

IMPORTANT INFORMATION

Investment disclaimer.

All content on this website is provided for general information and educational purposes only and reflects my own views. I do not provide investment, financial, legal or tax advice. Nothing here is a recommendation to buy, sell or hold any security, a personalized investment recommendation, or an offer or solicitation to invest in any security, fund or investment vehicle. Accessing this website or contacting me does not create an adviser–client relationship.

I do not solicit, accept or manage capital from outside investors, and I do not offer investment advisory or portfolio-management services to the public. The investment activities and holdings described on this website do not constitute an invitation to entrust money to me or to any entity with which I am affiliated.

Holdings are a dated snapshot and may change without notice. I and/or entities with which I am affiliated may hold long or short positions in securities discussed here and may trade them without updating this website. A long-term research perspective does not describe the intended holding period of every instrument. Leveraged ETFs seek daily investment objectives; compounding can cause returns over longer periods to differ materially from the stated daily multiple and can magnify losses.

Investing involves risk, including the loss of principal. Past performance does not guarantee future results. Information may be incomplete or become outdated; no representation or warranty is made as to its accuracy or completeness. Make your own assessment and seek independent advice from appropriately qualified professionals where needed.