Macro Tsimmis
Intelledgement provides investment advisory services tailored to each particular client; however, we maintain a model investment portfololio—our Intelledgement Macro Strategy Investment Portfolio (IMSIP)—which forms the basis of our advice with respect to market investments for most clients. IMSIP funds are invested in exchange-traded funds in order to avoid the risk of owning individual stocks. Generally, positions are limited to 10% of the overall value of the fund.
The main purpose of this weblog is to track the IMSIP. The top three categories of postings pertain to the IMSIP: “Investment Strategy” includes general information about how we determine what to invest in; “Investment Recs” contains specific BUY and SELL recommendations; “Investment Reports” are quarterly performance summaries. We also track the IMSIP on Marketocracy (scaled up from our virtual $100,000 fund to a virtual $1MM) and The Motley Fool’s CAPS (which does not attempt to simulate real money returns but instead tracks performance directly against the S&P 500).
Partly for intelligence gathering and partly for fun, we also have a separate model speculative portfolio, our Intelledgement Speculative Opportunity Portfolio (ISOP, a virtual $10,000 fund). ISOP positions may include stocks, options, bonds, and other securities. The “B”-labeled categories of postings pertain to the ISOP.
The date of inception for both funds is 29 Deccember 2006. Periodic updates and other information pertinent to the model portfolios in particular and macro strategy investing in general are posted here.
This weblog is maintained by Brad Hessel, of Intelledgement, LLC. The word “tsimmis” is yiddish, and means roughly a fuss or altercation, and is often rendered in conjunction with the English word “big,” as in the following description of a Thanksgiving dinner at which the subject of politics had arisen, roiling the digestion of most everyone who doesn’t enjoy the spectacle of adults arguing as if they were six-year-olds: “Oy, it was such a big tsimmis, you wouldn’t believe!”
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