“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker ​​The Portfolio Performance The portfolio is up 9.28% YTD Our benchmark, the S&P 500 is up +19.26% YTD Buying ASML Today By the time you read this I will have SOLD our position in IPOD, an unknown SPAC lead by Social Capital, and replaced it with a full position in ASML. ASML holds a special position in the semiconductor industry as it makes the leading machine for lithography, the process

“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker ​​The Portfolio Performance The portfolio is up 5.28% YTD Our benchmark, the S&P 500 is up +17.79% YTD Whose Marko? Marko, or more respectfully, Dr. Markco Kolanovic is the Global Head of Macro Quantitative and Derivatives Research at J.P. Morgan. His team is responsible for developing macro, derivatives, and quantitative equity strategies, as well as systematic cross-asset portfolios fo