Reference Portfolios · Skin in the game
Ten portfolios + one investable, three approaches, one framework.
Reference portfolios implement Closelook's analytical theses in real positions, across three approaches. Five are Active Discretionary — AI Build-Out, Hypergrowth, Global Tech 50, Global ETFs and Derivatives — thesis-driven books where conviction and judgment shape every move. Two are Passive Systematic — Rubin Equal Weight and Rubin Momentum — rules-based sleeves of the Rubin index family that rebalance or drift on a fixed schedule, with no discretionary intervention. Three are Active Systematic — Rubin Sector Rotation, the Jensen book (the public companies NVIDIA backs) and the T1 index (the Trillion-Dollar Club) — rule-based construction driven by an active signal: a rotation model, NVIDIA's disclosed stakes, or a one-trillion-dollar membership test.
Free-tier pages show thesis, structure, and recent moves. Full composition and move-level detail are available via Closelook.money.
Performance for the Active Discretionary and Rubin books is tracked since January 1, 2026 and runs ongoing. The two newest Active Systematic books carry their own inception: the T1 index from the last trading day of 2025, and the Jensen book from NVIDIA's first disclosed stake. The eleventh card is different in kind: Trade the Look is the diary's tactical book as an investable wikifolio certificate — the one entry here you can actually hold.
- Investable · Wikifolio
Trade the Look
The diary's tactical book as a wikifolio certificate — published, pre-registration (Vormerkung) open. Presentation, not a recommendation.
Holdings ~10Fee 10% HWMIssuer L&S - Equity
AI Build-Out
Multi-currency equity reference portfolio tracking the AI capital cycle — lithography, memory, testing, foundry, software, healthcare AI.
Holdings 37Return (inception) +46.3%Benchmark QQQ - Equity + Options
Hypergrowth
Closelook Hypergrowth reference portfolio — AI-native, agentic software, and the Rubin Build-Out complex.
Holdings 23Return (inception) +16.1%Benchmark QQQ - Equity
Global Tech 50
~50 ex-US technology names with long track records — Rolls Royce, Spotify, TSMC, Hitachi, Safran, Nu Holdings, and others.
Holdings 48Return (inception) +92.3%Benchmark ACWX - ETF
Global ETFs
ETF exposure at the index level — one broad core, deliberate country satellites, regime-gated momentum.
Holdings 15Return (inception) +25.0%Benchmark VEU - Options
Derivatives
Options income reference portfolio — covered calls and cash-secured puts on names we already understand.
Holdings 12Return (inception) +16.6%Benchmark BXM - Equity
Rubin Equal Weight
1/N at 2025-12-30 inception, quarterly last-trading-day rebalance back to equal weight. Notional 500k USD.
Holdings 125Return (inception) +81.3%Benchmark CL-RUBIN-EW - Equity
Rubin Momentum
Drift since inception. 1/N at 2025-12-30, no scheduled rebalance — the market does the tilting through price action. Notional 500k USD.
Holdings 125Return (inception) +82.7%Benchmark CL-RUBIN-MW - Equity
Rubin Sector Rotation
Active sector-tilt portfolio driven by T3b top-sector-change signals. Notional 500k USD. Inception 2026-05-01.
Holdings 61Return (inception) -5.7%Benchmark CL-RUBIN-EW - Equity
Jensen — NVIDIA Strategic Authority
$100,000 into every public company NVIDIA backs — a Tier-1 equity stake or Tier-3 architecture admission — bought at the disclosure-day close, held additively until NVIDIA's 13F shows the position gone. The Pattern 03 cohort as a live book.
Holdings 14Return (inception) +113.7%Benchmark CL-P03 - Equity
The T1 Index — Trillion Dollar Club
$100,000 in the Trillion Dollar Club, equal-weight — reset to 1/N each time a new member crosses $1T, then left to drift. The T1 Index expressed as a live book.
Holdings 16Return (inception) -3.8%Benchmark CL-T1
Reference portfolios are educational and illustrative — they reflect how Thomas Look, as author of Closelook, implements analytical theses. Not investment advice. Past performance is not indicative of future results.