Performance Update (Nov. 2020)
Dec 2, 2020
Flagship is up +37% YTD through November, outperforming the S&P 500 which is up +14% YTD.
Opportunities is up +40% from inception through November, outperforming the Russell 2000, which rose +15% over the same time period.
Below is a full recap. As always, let us know if you have any questions.
Flagship
Our Flagship strategy is up +37% YTD after fees (aggressive risk profile), following a +14% return in November.
By comparison, the S&P 500 is only up +14% YTD, following an +11% gain in November.
Represents comparative year-to-date returns for Titan Flagship (after fees) through November 2020. See full disclosures here.
Opportunities
Our Opportunities strategy is up +40% after fees since its August inception (aggressive risk profile), following a +32% return in November.
This meaningfully outperformed the Russell 2000 benchmark, which by comparison is only up +15% over the same time period.
Represents inception-to-date returns for Titan Opportunities (after fees) through November 2020. See full disclosures here.
We believe our Opportunities portfolio (which focuses on smaller stocks) is the perfect complement to our Flagship portfolio (which focuses on larger stocks).
In late October, we flagged a rare buying opportunity in this portfolio, and it subsequently went on to rise +32% in November.
Despite this rally, we still think it's a great time to increase your allocation to these small/mid cap winners given the strong long-term secular growth tailwinds at their backs.
To do so, simply tap the ( + ) button in the mobile app's navigation bar to initiate an investment. After selecting your account and deposit value, you can toggle your investment to go to Opportunities.
Key Performance Drivers
Flagship and Opportunities shared some key drivers of returns last month:
1) Small Cap Alpha. Several under-the-radar stocks delivered explosive idiosyncratic returns (e.g., APPN: +121%, UPWK: +77%, PAR: +46%) for Opportunities as fundamentals and technicals worked in their favor.
2) Large Cap Cyclicals. We saw a rapid rotation from growth stocks (e.g., big tech) into cyclical stocks poised to outperform post COVID-19 vaccine. Uber, Booking and Disney were our biggest Flagship beneficiaries.
3) Macro Volatility Subsiding. Headlines shifted from election uncertainty to COVID-19 vaccine optimism, driving investor optimism in U.S. stocks. Titan clients who capitalized on election volatility as recommended in October were rather quickly rewarded.
See disclosures.
November Movers
Flagship
Top Performers: Uber (UBER) +49% Booking (BKNG) +25% Disney (DIS) +22%
Worst Performers: Facebook (FB) +5% Amazon (AMZN) +4% Netflix (NFLX) +3%
Opportunities
Top Performers: Appian (APPN) +121% Upwork (UPWK) +77% PAR Technology (PAR) +46%
Worst Performers: Redfin (RDFN) +15% Floor & Decor (FND) +10% New York Times (NYT) +8%
Cash Management
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