B

Banksters

$BANKSTERSLLeonard A.

About Banksters

Built on years of observing market cycles and macro geopolitical trends, this portfolio is a concentrated bet on the enduring dominance of the largest financial institutions and their continued influence on consumers and decision makers, while leaving room for a few emerging leaders trying to take the crown. From this group, I expect that five will ultimately thrive as the “5 families of modern finance” scaling capital flows, advisory, and market infrastructure at a global level. As the landscape rapidly evolves, the portfolio remains adaptive and open to new contenders, including digital asset leaders who want a shot at the top spot. Performance depends on the upcoming shake up and volitility ahead as the clarity act finds its way. The strategy is simple: align investments with power as it concentrates and evolves. Add and remove players as we go amd weigh more heavily to the top 5 over time. Lets see if the usual suspects remain and who gets bounced.

About the Creator

L

Leonard A.

@L2

49

Copiers

Operator, founder and healthcare executive in NYC. Former institutional investor, continuing a lifelong obsession with observational investing.

I created multiple portfolios on dub as a private investor. They have a range of risk profiles, time horizons, and deliberate position sizing of companies and ETFs.

At this time, my core thesis centers around the normalization of robotics, artificial intelligence, advanced embedded intelligence, and space/ocean exploration, balanced with companies focused on global security, reindustrialization, and defense sector companies whose technology is needed to get us there.

I do not manage outside capital. I am not a financial advisor. These are personal investment strategies, not investment advice.

Activity

Total Rebalances24
Last RebalanceJun 5, 2026

Posts by Creator

See all
Changes:BIL +10.0%JPM +1.3%XLF +1.3%BX +1.1%SOFI -7.8%

$BANKSTERS Rebalancing evenly across the portfolio as the market continues to extract capital. will watch rebound and reassess after reset.

Changes:SOFI +6.0%NU +1.6%BIL +0.1%GS -1.8%BLK -1.7%

Moving earnings to SOFI by exiting some positions on good performers and reallocating to NU and SOFI

Changes:GS +1.9%BLK +0.9%XLF -2.1%BIL -0.1%JPM -0.1%

Rebalancing two more evenly allocate across all of the assets in this portfolio after continuing to watch the crypto and Fiat global markets today