Reference Portfolio · Updated
Rubin Sector Rotation
Active sector-tilt portfolio driven by T3b top-sector-change signals. Notional 500k USD. Inception 2026-04-22.
Thesis
Rubin Sector Rotation is the active counterpart to the two passive Rubin portfolios. It starts from an equal-weight base across all Rubin-Index sectors, then applies tilts based on the T3b sector-rank signal: top-3 sectors by 5-day mean return get 1.5× weight, rank 4–6 stay neutral, rank 7–end get 0.5×, and bottom-3 sectors go to zero. Rebalances fire on every top-3 or bottom-3 sector-rank-change event — event-driven, not calendar-driven. Over time the portfolio concentrates exposure in whatever is leading the Rubin universe and cuts what's lagging, with a cooldown rule to prevent whipsaw.
Inception: 2026-04-22 — the day the T3b sector-rank trigger went live on the Closelook Tape. Earlier backtests would be backtested-based-on-signal-that-didn't-exist-yet, which is not management skill — performance tracking starts when the signal was actually available. Notional 500,000 USD. Composition evolves as signals fire; the move log below shows every rebalance with the triggering signal attached.
See the Tape for the underlying T3b signal history. Expect more turnover than the passive variants and a return profile that reflects the T3b-signal quality — this is active management with a specific, reproducible rulebook.
Related
Beyond the snapshot
Closelook.money adds the live layer
The composition above is the end-of-day snapshot. Closelook.money adds what sits between snapshots: the historical move log with Thomas' reasoning per trade, per-holding performance attribution, per-portfolio real-time alerts when a position changes, and CSV export for analysis.
- Full historical moves log with per-trade reasoning
- Per-holding attribution — which position drives the return
- Real-time alerts on opens, closes, and ≥10% size changes
- CSV export of current composition
Methodology & disclaimer
Rubin Sector Rotation is a reference portfolio — it reflects how Thomas Look, author and publisher of Closelook, implements the analytical theses discussed on this site. Position data is updated daily from end-of-day broker exports (Barchart). Benchmark prices come from EODHD.
Reference portfolio, educational purpose only. Not investment advice. Active rule-based rotation — performance reflects signal quality + rebalance cadence.
Reference portfolio, not investment advice. Past performance is not indicative of future results. Closelook Venture GmbH is a publishing company and does not manage client capital.