Portfolio

Open Portfolios

R.K Capital Holdings is on a mission to be a transparent and honest signal in the noisy world of finance and investing.

Taking a note out of the open startup playbook, we operate in the open and share our portfolios publicly so you can learn, copy and invest alongside us.

This page is updated weekly to reflect our real-time allocations.

Quick disclaimer: The information on this page isn't financial advice and we're not financial advisors :)

Portfolio snapshot

Total number of equities: 20
Year to date returns: 🟢 0.60%

Long / Short Equity Portfolio

We actively manage a long / short equity portfolio with a 3 - 6 month time horizon depending on what's happening in the world around us. View on Trading212.

PxL	Name	Investment Date	% Return	% of Portfolio
🟠	Invesco Consumer Staples	March, 2023	N/A	15%
🟠	Chesapeake Utilities	March, 2023	N/A	13%
🟠	3x Short Paypal	March, 2023	N/A	11%
🟠	Hallador Energy	March, 2023	N/A	11%
🟠	3x Short Netflix	March, 2023	N/A	10%
🟠	Lockheed Martin	March, 2023	N/A	10%
🟠	American Water Works	March, 2023	N/A	10%
🟠	3x Short Palentir	March, 2023	N/A	10%
🟠	Ralph Lauren	March, 2023	N/A	5%
🟠	1x Short Industrial Metals	March, 2023	N/A	5%

Infrastructure & Income Equity Portfolio

We actively manage a long only equity portfolio, looking to grow steadily between 5% - 10% per year. View on Trading212.

PxL	Name	Investment Date	% Return	% of Portfolio
🟠	Dow	March, 2023	N/A	14%
🟠	Verizon	March, 2023	N/A	4%
🟠	HICL Infrastructure Company	March, 2023	N/A	14%
🟠	Brookfield Infrastructure	March, 2023	N/A	15%
🟠	GCP Infrastructure Inv	March, 2023	N/A	14%
🟠	Gladstone Land	March, 2023	N/A	11%
🟠	STAG Industrial	March, 2023	N/A	5%
🟠	WisdomTree Energy Longer Dated	March, 2023	N/A	10%
🟠	Hanon Armstrong Sustainable Infrastructure Capital	March, 2023	N/A	9%
🟠	WisdomTree Industrail Metals	March, 2023	N/A	4%

🤑 Get free shares!

All our portfolios are available on Trading212. You can invest directly into the pies via the Trading212 app and get free shares when you sign up via our invite code.