Meet Alvin
Alvin is a balanced robot aiming to get good returns without taking too much risk.
Risk
Performance
Recent significant trades by theme
Theme Big tech
No major change recently.
Theme US Banks
On the 2026-03-27,
increased position in
U.S. Bancorp
(USB)
by 3%
from 43% to 46%.
On the 2026-03-27,
reduced position in
Citigroup Inc.
(C)
by -10%
from 50% to 40%.
On the 2026-03-27,
increased position in
cash
by 7%
from 7% to 14%.
On the 2026-03-26,
reduced position in
U.S. Bancorp
(USB)
by -7%
from 50% to 43%.
On the 2026-03-26,
increased position in
cash
by 7%
from 0% to 7%.
Theme Oil majors
On the 2026-03-27,
reduced position in
TotalEnergies SE
(TTE)
by -10%
from 50% to 40%.
On the 2026-03-27,
increased position in
Exxon Mobil Corporation
(XOM)
by 10%
from 0% to 10%.
On the 2026-03-26,
increased position in
TotalEnergies SE
(TTE)
by 3%
from 47% to 50%.
On the 2026-03-26,
increased position in
ConocoPhillips
(COP)
by 2%
from 48% to 50%.
On the 2026-03-26,
reduced position in
Exxon Mobil Corporation
(XOM)
by -4%
from 4% to 0%.
On the 2026-03-25,
increased position in
TotalEnergies SE
(TTE)
by 6%
from 41% to 47%.
On the 2026-03-25,
increased position in
ConocoPhillips
(COP)
by 4%
from 44% to 48%.
On the 2026-03-25,
reduced position in
Exxon Mobil Corporation
(XOM)
by -10%
from 14% to 4%.
On the 2026-03-24,
reduced position in
TotalEnergies SE
(TTE)
by -9%
from 50% to 41%.
On the 2026-03-24,
increased position in
ConocoPhillips
(COP)
by 10%
from 34% to 44%.
On the 2026-03-24,
reduced position in
Exxon Mobil Corporation
(XOM)
by -1%
from 16% to 14%.
Theme Millenials
No major change recently.
Theme Global Macro
On the 2026-03-27,
reduced position in
Vanguard Total International Stock Index Fund ETF Shares
(VXUS)
by -10%
from 22% to 12%.
On the 2026-03-27,
increased position in
cash
by 9%
from 29% to 39%.
On the 2026-03-26,
reduced position in
Vanguard Total International Stock Index Fund ETF Shares
(VXUS)
by -10%
from 32% to 22%.
On the 2026-03-26,
increased position in
cash
by 10%
from 19% to 29%.
On the 2026-03-25,
increased position in
SPDR Gold Shares
(GLD)
by 4%
from 44% to 48%.
On the 2026-03-25,
increased position in
Vanguard Total International Stock Index Fund ETF Shares
(VXUS)
by 6%
from 27% to 32%.
On the 2026-03-25,
reduced position in
cash
by -10%
from 29% to 19%.
On the 2026-03-24,
increased position in
SPDR Gold Shares
(GLD)
by 2%
from 42% to 44%.
On the 2026-03-24,
reduced position in
Vanguard Total International Stock Index Fund ETF Shares
(VXUS)
by -10%
from 37% to 27%.
On the 2026-03-24,
increased position in
cash
by 8%
from 22% to 29%.
Theme Luxury
No major change recently.
Theme Crypto
No major change recently.