Market analysis, built on data.
Independent research on equities and markets, using the same modelling discipline we apply for clients. Every position is disclosed, time-stamped and measured against the S&P 500.
Market overview
The S&P 500, live. The benchmark every position on this page is measured against.
Chart by TradingView. Market data may be delayed.
Portfolio performance
Total return of our disclosed portfolio against the S&P 500, with every holding and trade on record.
| Ticker | Company | Sector | Weight | First bought | Avg cost | Last | Return |
|---|
| Date | Action | Ticker | Price | Size | Rationale |
|---|
Research notes
The analysis behind our positions and our view of the market.
How we analyse
A repeatable process, applied the same way to every position.
Evidence first
Positions start from financial statements, market data and industry indicators, modelled consistently across companies.
Defined risk
Each holding has a target weight, a thesis and a stated condition that would cause us to exit.
Full accountability
Every trade is recorded with its date and rationale, and results are always shown against the benchmark, gains and losses alike.
Important information
Zetato Insights is published for general information and education only. It is not investment, financial, legal or tax advice, and it does not consider the objectives or circumstances of any individual. Zetato Business Intelligence Inc. is not registered as an adviser or dealer with any securities regulator.
Zetato and its principals may hold positions in the securities discussed and may trade them at any time. Past performance does not guarantee future results. All investments carry risk, including loss of principal. Consult a registered professional before making investment decisions.