| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IXUS | iShares Core MSCI Total Inte | LONG | MED | $92.55 | Other | As Middle East geopolitical risks resolve, the dollar is likely to weaken, which will bene… | Apr 27 | YOUTUBE | |
| 2 | DBC | Invesco DB Commodity Index | LONG | MED | $30.09 | Other | Commodities and hard assets are underrepresented in portfolios and can better weather stic… | Apr 27 | YOUTUBE |