July was a good month. The portfolio gained 10.80%, bringing the year-to-date performance to 49.28%. Since inception in 2023, it is now up 244.48%.
Rates remain very strong, especially for tankers, but also for dry bulk. We are keeping our existing positions, but increasing BIL from 3x to 4x after the recent run-up.
We are also adding ZIM. I personally wanted to wait for the Q2 earnings, but after the recent Israeli institutional buying, I decided to add it now. Since we only rebalance once a month, I did not want to wait another month.
Everything else remains unchanged.
Positions for August 2026
- 4 x BIL
- CMBT
- ECO
- GLNG
- NVGS
- SBLK
- SFL
- TEN
- ZIM
Portfolio Performance Tracking
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