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

60

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 Rebalances32
Last RebalanceJul 22, 2026

Posts by Creator

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Changes:SOFI +9.1%NU +6.4%BLK +4.9%HOOD +3.5%BIL 0.0%

$BANKSTERS Reallocating Banksters with digital asset strategies as clarity act makes noise in market. Roller coaster ahead and will stay ahead of it to balance accordingly

Changes:HOOD +2.8%NU +2.0%SOFI +0.1%JPM -2.0%GS -2.0%

Reallocating again to taking earnings from the OG’s and make more room for HOOD. Expecting book to stabilize following the storm

Changes:HOOD +10.0%BLK +3.5%BX +2.6%MS +0.8%NU -10.9%

Adding HOOD back into the mix and reallocating with SOFI still in top spot for now. Will reassess later next week.