Reference Portfolio · Updated
Rubin Sector Rotation
Active sector-tilt portfolio driven by T3b top-sector-change signals. Notional 500k USD. Inception 2026-05-01.
Thesis
Rubin Sector Rotation is the active counterpart to the two passive Rubin portfolios. It starts from an equal-weight base across all Rubin-Index sectors, then applies tilts based on the T3b sector-rank signal: top-3 sectors by 5-day mean return get 1.5× weight, rank 4–6 stay neutral, rank 7–end get 0.5×, and bottom-3 sectors go to zero. Rebalances fire on every top-3 or bottom-3 sector-rank-change event — event-driven, not calendar-driven. Over time the portfolio concentrates exposure in whatever is leading the Rubin universe and cuts what's lagging, with a cooldown rule to prevent whipsaw.
Inception: 2026-05-01 — the first trading day of the public track record. Notional 500,000 USD. Earlier backtests would be backtested-based-on-a-signal-that-didn't-exist-yet, which is not management skill — performance tracking starts only when the signal was live and the portfolio was actually deployed. Composition evolves as signals fire; the move log below shows every rebalance with the triggering signal attached.
See the Tape for the underlying T3b signal history. Expect more turnover than the passive variants and a return profile that reflects the T3b-signal quality — this is active management with a specific, reproducible rulebook.
Structure
- Equities61
61 equity positions · US, Japan, Austria, Taiwan, Germany, Switzerland, Singapore/HK, France, Finland, Italy, UK, Netherlands . Benchmark: Rubin Build-Out EW (as the no-tilt baseline) (CL-RUBIN-EW).
Top Holdings
61 total positions — top 10 by weight shown. Tracker portfolio — prices and constituents from the Rubin index worker.
Related
Closelook C+ Portfolio
Real-time access for founding subscribers
Free readers see this end-of-day snapshot of the top positions. Founding subscribers also get every position with cost basis and per-position P&L, the full trade log in real time as moves happen, and the long-form weekly commentary that explains every change.
- Every position with cost basis, market value, and unrealized P&L
- Real-time trade log (free readers see weekly digest)
- Long-form commentary with the rationale behind every move
- Push notifications when positions open, close, or resize
Methodology & disclaimer
Rubin Sector Rotation is a reference portfolio — it reflects how Thomas Look, author and publisher of Closelook, implements the analytical theses discussed on this site. Position data is updated daily from end-of-day broker exports (Barchart). Benchmark prices come from EODHD.
Reference portfolio, educational purpose only. Not investment advice. Active rule-based rotation — performance reflects signal quality + rebalance cadence.
Reference portfolio, not investment advice. Past performance is not indicative of future results. Closelook Venture GmbH is a publishing company and does not manage client capital.