Plain Sight · Disclosure

The Book

Positions disclosed · amounts withheld · as of 6 August 2026 · updates automatically

Everything published on Plain Sight Research is opinion, not investment advice, and solicits nothing.

This page is computed live from the transaction ledger. Composition is shown; dollar amounts are withheld by construction and verified by test.

Long Positions

PositionOpenedCoverage
Tencent Holdings
0700.HK
May 2026
Zijin Mining
2899.HK
May 2026Post 6
Novo Nordisk
NVO
Jan 2026
Brookfield Corporation
BN
Jul 2024
Alibaba
9988.HK · BABA
Feb 2023Post 3 · Scorecard
GOLD
GOLD
Jul 2022
Regeneron
REGN
Jun 2021

The Record

Total Return · Time-Weighted
+204.6%
cumulative since inception, Jan 2021
S&P 500 TR · Same Period
+126.1%
time-weighted, cumulative, same window
The record, in full — annual returns since inception
2021*20222023202420252026 YTDSince inception
Portfolio (TWR)+41.5%+21.4%+12.9%+16.2%+37.5%−1.7%+204.6%
S&P 500 TR+30.6%−18.1%+26.3%+25.0%+17.9%+13.6%+126.1%
Gold−6.0%−0.4%+13.3%+27.5%+64.5%−0.1%+122.2%
*2021 from Jan 2021 inception · 2026 through 6 August 2026
992163332021-012023-102026-08PortfolioS&P 500 TR

Closed Positions

PositionHeldReturnCoverage
iShares 0-3 Month Treasury ETF
SGOV · short
Jun 2025 – Jun 2026+0.3%
Nu Holdings
NU
May 2026 – May 2026−2.4%
Tesla
TSLA · short
Apr 2025 – Apr 2026−33.9%
Caterpillar
CAT · short
Feb 2026 – Apr 2026−5.0%
Brookfield Asset Management
BAM · short
Apr 2025 – Apr 2026−0.8%
Tencent ADR (converted to 0700.HK)
TCEHY
Oct 2022 – Apr 2026+23.2%
Apple
AAPL · short
Jan 2026 – Feb 2026+1.0%
goeasy Ltd
GSY.TO
Aug 2024 – Jan 2026−12.0%
Berkshire Hathaway B
BRK-B
Mar 2022 – Jan 2026+43.8%
DBS Group ADR
DBSDY
May 2024 – Dec 2025+40.8%
Chipotle Mexican Grill
CMG · short
Apr 2025 – Oct 2025+13.1%
Roche Holding ADR
RHHBY · short
Mar 2025 – May 2025+7.8%
Amgen
AMGN · short
Mar 2025 – May 2025+13.5%
McDonalds
MCD · short
Apr 2025 – Apr 2025+3.2%
EQB Inc
EQB.TO
Jul 2024 – Nov 2024+8.4%
Occidental Petroleum
OXY
Nov 2022 – Sep 2024−2.8%
LyondellBasell
LYB
Nov 2022 – Jul 2024+7.4%
Energy Select Sector SPDR
XLE
Jan 2021 – Aug 2023+91.4%
ATVI
ATVI
Nov 2022 – May 2023+4.2%
SPDR S&P Oil & Gas Exploration and Production ETF
XOP
Mar 2021 – Jun 2022+51.7%