Reference Portfolios · Skin in the game
Eight portfolios, three approaches, one framework.
Reference portfolios implement Closelook's analytical theses in positions. Five are Active Discretionary — thesis-driven with full discretion, where conviction and judgment shape every move. Two Passive Systematic portfolios track the Rubin index family with rules-based composition and no discretionary intervention. One Active Systematic portfolio is in development, combining rule-based construction with active signal overlays.
Free-tier pages show thesis, structure, and recent moves. Full composition and move-level detail are available via Closelook.money.
Performance is tracked since January 1, 2026 and runs ongoing. Constituents and transactions for the two Passive Systematic portfolios go live from late April; the Active Discretionary portfolios follow on May 1, 2026.
- Equity
AI Build-Out
Multi-currency equity reference portfolio tracking the AI capital cycle — lithography, memory, testing, foundry, software, healthcare AI.
Holdings 33Return (inception) +29.9%Benchmark QQQ - Equity + Options
Hypergrowth
Closelook Hypergrowth reference portfolio — AI-native, agentic software, and the Rubin Build-Out complex.
Holdings 32Return (inception) +15.6%Benchmark QQQ - Equity
Global Tech 50
~50 ex-US technology names with long track records — Rolls Royce, Spotify, TSMC, Hitachi, Safran, Nu Holdings, and others.
Holdings 48Return (inception) +250.6%Benchmark ACWX - ETF
Global ETFs
ETF-based non-US exposure — regional rotation, thematic tilt, FX-aware positioning.
Holdings 20Return (inception) +71.6%Benchmark VEU - Options
Derivatives
Options income reference portfolio — covered calls and cash-secured puts on names we already understand.
Holdings 10Strategy Premium captureBenchmark BXM - Equity
Rubin Equal Weight
1/N at 2025-12-30 inception, quarterly last-trading-day rebalance back to equal weight. Notional 500k USD.
Holdings 102Return (inception) +86.2%Benchmark CL-RUBIN-EW - Equity
Rubin Momentum
Drift since inception. 1/N at 2025-12-30, no scheduled rebalance — the market does the tilting through price action. Notional 500k USD.
Holdings 102Return (inception) +89.5%Benchmark CL-RUBIN-MW - Equity
Rubin Sector Rotation
Active sector-tilt portfolio driven by T3b top-sector-change signals. Notional 500k USD. Inception 2026-05-01.
Holdings 61Return (inception) +67.2%Benchmark CL-RUBIN-EW
Reference portfolios are educational and illustrative — they reflect how Thomas Look, as author of Closelook, implements analytical theses. Not investment advice. Past performance is not indicative of future results.