Greenlea Lane Capital Management, LLC 13F holdings and portfolio analysis

ReadyGreenlea Lane Capital Management, LLC · Josh Tarasoff

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Baseline

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Baselinetested
Strategy Q&A reference2 reference Q&A

Pre-generated Q&A about this fund. Use as reference context for your own analysis.

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What does the Baseline session show?

Baseline is a materialized default session with annualized return 11.38%, Sharpe 0.67, and max drawdown -40.49%. Its current top holdings are AMZN, BRK.A, MKL, GOOGL, TRUP.

↳Compare Baseline with Baseline on return, Sharpe, max drawdown, turnover, and current holdings.
holdingsstatic-generator
Which holdings drive the Baseline view?

The current top names for Baseline are AMZN, BRK.A, MKL, GOOGL, TRUP. Use the right panel to inspect weights, sector exposure, and the largest weight differences versus the original fund.

↳Explain why the selected holdings entered Baseline and which original holdings were reduced.
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