All Stars Portfolio 🚨
We are moving!
We launched the All Stars Portfolio about a year ago as a paid subscription service delivered through a newsletter. While the portfolio has delivered on its promise of being a low-turnover, risk-managed, momentum premia harvester, the automated and adhoc nature of trades that the algo produced meant that the weakest link was us making sure that we copy the trades onto substack and send out the email in time.
To make sure that our subscribers never miss a trade, we have moved All Stars to freefloat.in
On freefloat, everything is automated from top to bottom - right up to the point where you click “execute” on your Zerodha brokerage account.
Now Kishan and I can take vacations at the same time :)
Momentum strategies have had a great year and All Stars has been no exception. Since, May 10, last year, it has delivered (after costs) a cumulative return of +124% (~100% CAGR)…
… with low churn, as promised…
… and good looking metrics.
We will continue to send out emails to current subscribers but we have disabled renewals and new subscriptions on substack.
We would also like to take this opportunity to thank our subscribers for believing in us early on. We will continue to keep working on earning your support as we move forward.
Please visit freefloat/all-star, the new home for our All Star Portfolio.