Newest Published Portfolios

Skin In The Game

$SKIN2WIN·Karl Saardi MD

Mixture of pharma stocks heavily involved in the dermatology space, picked by a dermatologist. We will also explore consumer staples and diagnostic laboratories leading the way in over-the-counter products or DTC testing. Dont expect daily, weekly or even monthly changes, real science that pays the bills is slow. Essentially we are trying to capitalize on everyone’s obsession with skin these days; a global trend that shows no sign of stopping.

Quanta-Cash

$CASHKING·Vanta Labs

Cash is king and represents optionality in any market cycle. High-cash equity portfolio built from public company filings, designed to stay simple, systematic, and transparent. Focuses on listed names with strong cash positions, equal weighted to avoid single-name concentration. Rebalanced twice a month based on new filings data. Includes a dynamic SPY hedge component to help smooth the equity ride while keeping core exposure to the underlying stock universe and the cash profile that drives the strategy’s selection process for investors over time.

Aging Population

$ELDERLY·dub Advisors

This portfolio holds stocks related to end-of-life care, medical devices, and senior living services, focusing on stable businesses that address the needs of an aging population. [Learn More](https://support.dubapp.com/hc/en-us/articles/34832484424091-ELDERLY)

Hunting High Alpha

$HUNTINVA·Venari A. Management

The strategy blends concentrated a U.S. and International core of technology, healthcare, energy, and other key sector leaders with a selective global sleeve of cyclicals and innovation themes. It targets durable growth, inflation resilience, and asymmetric upside across macro environments. This portfolio will hold between five to ten equity positions. Holding times can range from two to three days to three weeks at a time.