While InvestingNote Portfolio is designed to be educational, transparent, and relatively easy to follow, our actual Moneyball Investors Portfolio which we deploy real money is built with more agility and strategy—structured to pursue higher long-term returns. Here’s why we think Moneyball Investing Portfolio may outperform over the long term:
1. Greater Capital Inflow and Firepower
InvestingNote Portfolio receives a modest inflow of around $1,000-2,000 per month since inception. While this helps demonstrate disciplined investing over time, it doesn’t reflect the full capital strength behind our actual Moneyball Investors Portfolio. In reality, we have significantly larger and more consistent investment cashflows—augmented by dividends—which allows us to act more swiftly and take larger positions when high-conviction opportunities arise. Simply put, we have more ammo to deploy when it matters most.
2. More Active and Tactical Cash Deployment
Our actual portfolio is far more dynamic when it comes to cash management. Unlike InvestingNote Portfolio, where we intentionally keep trades low-frequency due to its longer time horizon and public-facing nature, our actual Moneyball Investors Portfolio can afford to hold higher cash levels temporarily—and deploy them quickly when markets turn volatile. This flexibility allows us to be more tactical and responsive without overburdening ourselves or our members with too many updates or micro-trades.
3. Higher Conviction, Sharper Focus
We tend to be slightly more concentrated in our actual Moneyball Investors Portfolio, allocating more weight to our highest-conviction ideas. This allows us to maximize the potential alpha from our best research insights. In contrast, InvestingNote Portfolio is more diversified by design to manage volatility and provide a smoother experience for members who may be newer to investing or less comfortable with high concentration risk.
4. Selective Risk-Taking Based on Risk-Reward
There are times when we may take smaller speculative positions in our actual Moneyball Investors Portfolio—if the risk-reward profile is attractive—even if our conviction is moderate. However, we avoid adding such positions to InvestingNote Portfolio unless we have stronger conviction, as we want to ensure public recommendations remain prudent and defensible. Our responsibility to our members means we hold ourselves to a higher bar in terms of what gets shared.
5. Additional Alpha Through Options Strategies
Our actual Moneyball Investors Portfolio may also include options strategies that aim to generate extra income and manage risk—particularly in volatile or sideways markets. These strategies help us balance yield, growth, and capital preservation, and have historically contributed to better total returns over time, especially during market uncertainty. InvestingNote Portfolio does not incorporate any options strategies.
6. Balancing Alpha with Member Experience
Lastly, we’re conscious that while performance is important, so is user experience. InvestingNote Portfolio is deliberately kept simple, clear, and manageable. We focus only on moves that add meaningful value without over-complicating the journey for our members. Our actual Moneyball Investors Portfolio, on the other hand, benefits from a more hands-on, high-touch approach that allows us to extract additional alpha where it makes sense. But we always aim to strike a balance—keeping things streamlined for public-facing updates while staying aggressive and nimble behind the scenes.
In summary, InvestingNote Portfolio is a strong reflection of our investment methodology. But when we apply the same principles with more flexibility, more tools, and more capital in our actual Moneyball Investors Portfolio—it’s fair to expect possibly stronger results over time.
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