Wednesday, Jan 6th 2021

Performance Update (Dec. 2020)

Investor Update

Flagship gained +45% in 2020, outperforming the S&P 500 which rose +18%.

Opportunities rose +57% in 2020, outperforming the Russell 2000 which rose +25% over the same time period.

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


Flagship

Our Flagship strategy gained +45% after fees in 2020 (aggressive risk profile), following a +5% return in December.

By comparison, the S&P 500 rose +18% in 2020, with a +4% gain in December.

Flagship YTD Return

Represents comparative year-to-date returns for Titan Flagship (after fees) through December 2020. See full disclosures here.

Opportunities

Our Opportunities strategy rose +57% after fees in 2020 since its August inception (aggressive risk profile), following a +13% return in December.

This meaningfully outperformed the Russell 2000 benchmark, which by comparison rose +25% over the same time period.

Opportunities Total Return

Represents inception-to-date returns for Titan Opportunities (after fees) through December 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).

To invest in Opportunities, head to the mobile app and tap the ( + ) button in the navigation bar. 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) Fears of COVID resurgence trumped by vaccine optimism. The rising tide of vaccine optimism from Pfizer and BioNTech lifted all boats, with all sectors positive in December despite a resurgence in COVID cases.

2) Pro-cyclical rotation. Our more cyclical stocks rose sharply on vaccine optimism (e.g., RDFN +43%, CARG +27%). Our exposure to these sectors should help offset a prolonged rotation out of tech/growth stocks.

3) Resilient Q3 earnings season. Our companies leveraged to secular growth themes like e-commerce and cloud infrastructure generally performed well and beat expectations for revenue and earnings growth.

See disclosures.

December Movers

Flagship

Top Performers: Disney (DIS) +22% Apple (AAPL) +11% Netflix (NFLX) +10%

Worst Performers: Alphabet (GOOG) -1% Facebook (FB) -1% Fidelity Info Services (FIS) -4%

Opportunities

Top Performers: Redfin (RDFN) +43% Crowdstrike (CRWD) +38% CarGurus (CARG) +27%

Worst Performers: Fastly (FSLY) +3% Anaplan (PLAN) +3% Collectors Universe (CLCT) -2%

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