Additional Portfolios & Baskets
Pro/Founding Members
Below are additional portfolios available to Founding Members/Pro subscribers. Investors are actively allocating to them through the Plutus platform. They provide diversification, targeted exposure to specific themes like shipping, and can also serve as a source of stock ideas. Holdings change as we find better opportunities.
Unlike the Aurelion Index, these portfolios do not come with real-time trade announcements. They are updated weekly and meant to complement our main strategy. How you use them is up to you: some replicate them directly on Plutus, some pick individual stocks from a basket they like, and others use the holdings as pre-vetted starting points for their own research.
This page is updated weekly. You can always access it from our home page here:
Disclosure: Aurelion Research publishes independent equity research and model portfolios. We do not manage money. Investors can choose to replicate portfolios through Plutus, a SEC-registered investment adviser.
Description of Portfolios & Baskets
Portfolios are diversified across multiple sectors. Baskets are concentrated on a single theme.
Aurelion Global Commodity Portfolio: an actively managed strategy consisting of small to mid-cap commodity related equities. The strategy focuses on high-conviction investments in companies across commodity sectors, combining fundamental analysis with cycle timing to identify the most compelling opportunities. The portfolio is long-only and does not include futures. The strategy targets outsized short-term returns as well as long-term capital appreciation by allocating to the right commodities in the cycle.
Aurelion Global Defensive Portfolio: consists of best-in-class companies around the world and of recession-resistant businesses, prioritizing downside protection while compounding capital over time. This actively managed strategy uses a proven process focused on identifying high-conviction businesses with sustainable competitive advantages. The portfolio provides diversification alongside an attractive dividend yield.
Aurelion Shipping Basket: consists of actively managed small to mid-cap shipping equities across dry bulk, crude tanker, and product tanker segments. The portfolio aims to navigate shipping cycles by being exposed to the right segments, with the goal of delivering long-term alpha over shipping benchmarks.
Aurelion Japanese Equity Basket: consists of actively managed Japanese equities positioned to benefit from the ongoing strengthening of the country’s equity markets. The strategy focuses on high-conviction companies with improving shareholder returns, strong capital allocation, and exposure to tailwinds including rising trading activity, higher interest rates, governance reforms, and the reallocation of household savings toward equities.