Show Us Your Portfolio: Harin de Silva
Excess Returns
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How I Manage My Portfolios
I don't own any individual securities. Exloading my residents, I do have a fair amount in non liquid securities,. So about 35%, which is a pretty big number. My goal is to actually have that amount shrink over time. It's about 70% net long, but it has a beta of about 0.3 and 150% leverage.
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