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 constantly 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: 22
Year to date returns: 🟢1.8%

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.

PxL Name Investment Date % Return % of Portfolio
🟢 GraniteShares 3x Short Lloyds Banking Group September, 2022 14.5% 14.85%
🟢 Alliance Resource Partners September, 2022 7.6% 11.9%
🟢 Costco September, 2022 3.1% 13.6%
🟢 T-Mobile September, 2022 3.3% 6.1%
🟢 WisdomTree DAX 3x Short September, 2022 2.9% 4.1%
🟢 Johnson x Johnson September, 2022 0.7% 6.7%
🟢 WisdomTree Physical Precious Metals September, 2022 0.5% 5.9%
🛑 Danone September, 2022 -0.7% 14.5%
🛑 Leverage Shares -3x Short US Tech 100 September, 2022 -1.7% 3.9%
🛑 GraniteShares 3x Short LVMH September, 2022 -3.52% 14.8%
Infrastructure & Income Equity Portfolio

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

PxL Name Investment Date % Return % of Portfolio
🟢 Dow September, 2022 2.2% 14%
🟢 Verizon September, 2022 0.2% 11%
🛑 HICL Infrastructure Company September, 2022 -8.6% 10%
🛑 Brookfield Infrastructure September, 2022 -5.0% 10%
🛑 GCP Infrastructure Inv September, 2022 -6.8% 10%
🛑 Antin Infrastructure September, 2022 -0.25% 10%
🟢 Gladstone Land September, 2022 0.5% 8%
🛑 STAG Industrial September, 2022 -0.9% 7%
🛑 WisdomTree Energy Transition Metals September, 2022 -1.4% 7%
🛑 Hanon Armstrong Sustainable Infrastructure Capital September, 2022 -0.8% 5%
🛑 WisdomTree Industrail Metals September, 2022 -2.0% 2%
Building something ambitious?
We'd love to hear about it. Reach out.