Thursday, Oct 1st 2020

Performance Update (September 2020)

Investor Update

Opportunities is up +11% from inception through September, significantly outperforming the Russell 2000, which fell -5% over the same time period.

Flagship is up +23% YTD through September, outperforming the S&P 500, which gained +6% YTD.

Below is a full recap. As always, let us know if you have any questions.


Our Opportunities strategy is now up +11% since inception after fees (aggressive risk profile), after gaining +2% in September. 

This meaningfully outperformed the Russell 2000 benchmark, which fell -5% over the same time period. 

Opps YTD Return

Represents total return, after fees, from Opportunities Inception Date of 8/17/20 through 9/30/20.  Full disclosures here.

We believe Opportunities (small/mid cap) is the perfect complement to our Flagship strategy (which focuses on larger stocks).

To invest in Opportunities, just click the button below to head to the mobile app. Then click the + button on the app navigation bar > choose your account > enter amount > select Opportunities.


Our Flagship strategy is now up +23% YTD after fees (aggressive risk profile), after a -5% pullback in September. 

This is over 4x the market's return over the same time period, and many times more as compared to other advisors such as Wealthfront and Betterment.

Flagship YTD Return

Represents comparative year-to-date returns for Titan Flagship (after fees) through September 2020.  Full disclosures here.

Key Drivers##


1) Market Pullback. After 5 straight months of gains, major indices were broadly lower, led by large-cap tech (namely our FAANG stocks).

2) Momentum Rotation. We saw weakness in growth/momentum stocks broadly due to crowded positioning and stretched valuations into Sept.

3) Hedges. Our hedges rose +3%, mitigating losses as the S&P 500 fell.


1) Consumer Alpha. Our theses in consumer discretionary stocks (e.g., FIVE, CLCT) began to play out despite the market pullback.

2) Momentum Rotation. The short-term rotation out of large-cap tech was a slight tailwind for the small-cap, more cyclical Opportunities portfolio.

3) Hedges. Our hedges rose +3%, adding alpha as the Russell 2000 fell.

We'll soon be publishing a new memo, exclusive for Titan clients, with our latest thoughts on the market climate and how we're positioned heading into the presidential election. Stay tuned.

See disclosures.

September Movers##


Top Performers: Five Below (FIVE) +16% Upwork (UPWK) +15% Collectors Universe (CLCT) +11%

Worst Performers: CarGurus (CARG) -11% Frontdoor (FTDR) -11% Smartsheet (SMAR) -9%


Top Performers: Uber (UBER) +8% Schwab (SCHW) +2% Charter (CHTR) +1%

Worst Performers: Facebook (FB) -11% Booking (BKNG) -10% Apple (AAPL) -10%

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

Dow Jones: Top Highs and Lows Since 1929

How to Invest in the Russell 2000

What Is a Bear Market? Definition, Overview and Characteristics

What Is a Stop-Limit Order?

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. The introducing Broker Dealer is Titan Global Technologies LLC, a registered broker-dealer and member FINRA/SIPC. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice. Check the background of these firms on FINRA's BrokerCheck.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.