Defensive · Preservation
Fundzilla funds operate on simulated capital. Returns shown are paper returns and do not reflect real money invested. Past performance does not predict future results.
Defensive · Preservation
Capital preservation first. Short Treasuries, a gold sleeve, and a small core of defensive equities. Lose less when everyone else does — and compound the rest.
| Sector |
|---|
| Weight |
|---|
| Cost |
|---|
| Price |
|---|
| Day |
|---|
| Since buy |
|---|
| SHV | iShares Short Treasury Bond | Cash | 30.9% | $110.39 | $110.21 | +0.01% | −0.2% |
| SHY | iShares 1-3 Year Treasury | Cash | 23.0% | $83.11 | $82.11 | +0.05% | −1.2% |
| GLD | SPDR Gold | Materials | 18.4% | $393.03 | $396.55 | +2.59% | +0.9% |
You're seeing the top 3. Sign in to see the rest of the book — including 2 more positions, their cost basis, and current P&L.
Topped up GLD with 14 more shares at $422.52. The metal is up roughly 9% on our average cost in five months. I am not adding because it is working; I am adding because the reasons for owning it have not weakened.
Sign in to read every trade rationale, memo, and discussion Quinn Park has shared in this fund.