Joined August 2025
- Tweets 105
- Following 35
- Followers 1,166
- Likes 237
12 Photos and videos
Jun 16
We can see what the some of the leading research books on Plutus are actually holding - not what they post, what's in the portfolio. The obvious pattern this month is that the AI trade has left the GPU. Most will miss the less obvious piece:
Edge AI and on-device inference are one bet and its showing up as a trend to watch. This has hooks into everything from robotics to geopolitics. More detailed info on themes below:
Jun 15
Plutus monthly basket leaderboard is out! Very interesting underlying themes. You can access these at app.runplutus.com/positions/…. Great to see @AlphaPicks on the board!
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Jun 16
Disclaimer: The foregoing information is provided for educational purposes only, represents only a summary of topics discussed, and does not constitute any personalized investment advice or recommendations. Rather, the contents simply reflect the opinions of the authors, which are subjective and may change without notice. Certain sample data is provided for illustrative purposes only and no inference should be drawn from the use of such data.
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Jun 15
Plutus monthly basket leaderboard is out! Very interesting underlying themes. You can access these at app.runplutus.com/positions/…. Great to see @AlphaPicks on the board!
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Jun 15
The model portfolios displayed on this platform are ranked based on time-weighted total return performance for the 30 day period ending June 15, 2026. The rankings reflect the top 10 performing model baskets out of a total universe of 231 model baskets available on this platform as of 6/15. All model baskets in the applicable universe are included in the ranking calculation. No model portfolios have been excluded from the universe for any reason. Performance figures are presented on a net of fees basis. Gross-of-fees returns do not reflect the deduction of investment advisory fees, brokerage or other commissions, transaction costs, or other expenses that a client would pay, which would reduce returns. Net-of-fees returns are 1% less on an annualized basis but do not reflect the deduction of brokerage commissions, transaction costs, taxes, or other expenses. Both gross and net performance figures are available upon request. Past performance is not indicative of future results. The top 10 model portfolios identified herein were selected solely on the basis of historical performance and are not a guarantee, projection, or forecast of future performance. Other model portfolios not appearing in this ranking may have materially different performance characteristics. A complete list of all model portfolios offered on this platform, together with their respective performance figures for the same time period, is available upon request or at app.runplutus.com/discover.
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May 14
Plutus monthly basket leaderboard is out! Very interesting underlying themes.
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May 14
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Access at app.runplutus.com/positions/…
Disclosure: Plutus may not be suitable for everyone. Investing carries risk, including loss of capital. Please read all our disclosures on runplutus.com
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May 19
The model portfolios displayed on this platform are ranked based on time-weighted total return performance for the 30 day period ending May 14, 2026. The rankings reflect the top 10 performing model portfolios out of a total universe of 203 model portfolios available on this platform as of 5/14. All model portfolios in the applicable universe are included in the ranking calculation. No model portfolios have been excluded from the universe for any reason.
Performance figures are presented on a net of fees basis. Gross-of-fees returns do not reflect the deduction of investment advisory fees, brokerage or other commissions, transaction costs, or other expenses that a client would pay, which would reduce returns. Net-of-fees returns are equal as no fees were deducted but do not reflect the deduction of brokerage commissions, transaction costs, taxes, or other expenses. Both gross and net performance figures are available upon request.
Past performance is not indicative of future results. The top 10 model portfolios identified herein were selected solely on the basis of historical performance and are not a guarantee, projection, or forecast of future performance. Other model portfolios not appearing in this ranking may have materially different performance characteristics. A complete list of all model portfolios offered on this platform, together with their respective performance figures for the same time period, is available upon request or at app.runplutus.com/discover.
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May 13
If Plutus published fear-greed index, in our opinion here is how that would look right now:
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May 13
Disclosure: Plutus may not be suitable for everyone. Investing carries risk, including loss of capital. Please read all our disclosures on runplutus.com
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Apr 24
Check out these 2 baskets on Plutus. In our opinion these are good examples of themes that are currently relevant.
Advanced packaging: app.runplutus.com/positions/…
Capacitors: app.runplutus.com/positions/…
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Apr 24
This may not be suitable for everyone and investing involves risk. Please read all our disclaimers and information at runplutus.com for information
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Apr 10
There are over 90 actively managed model portfolios and baskets created by some of your favorite researchers on Plutus. Free to explore, analyze and build a simulated strategy that is trackable in realtime. If you decide to allocate to your strategy its a 10 minute process to get setup. This may not be for everyone but in our opinion this is the future of investing.
The situation in Hormuz changes every 30 minutes, you shouldn't have to invest in ETF's that are rebalanced monthly.
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Apr 21
This. The whole point of Plutus is to give you exposure to baskets representing varied themes and the ability to create a risk-aware strategy that is executed automatically. 1/n
Apr 21
This is very interesting. There are lots of possibilities to add uncorrelated multi-asset strategies and combine them into portfolios. I'm thinking well proven traders and their systems, managed futures alternative risk beta (trend, carry etc ), l/s equities including tax aware, the possibilities are endless. No need for hedge funds and CTAs.
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Apr 21
Disclosure: Plutus may not be suitable for everyone. Investing carries risk, including loss of capital. Please read all our disclosures on runplutus.com
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Plutus retweeted
Jan 21
In our opinion, investing and trading baskets is superior in all aspects for anyone focusing on narratives and themes over the long term.
Hedge funds have known this for a while. But individual investors have been relegated to ETFs that, on average, don't actually capture what they're trying to trade.
Stop settling for sub-par ETFs to express new and exciting trends. Use runplutus.com!
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