What we’re investing in this week

Welcome to the Fractional Trading & Index Update for 17th January 2022 – FREE edition.

This is one tight email with all the analysis and insight you need to make informed decisions on the fractional secondary markets:

  1. The Fractional Index
  2. Our weekly picks

What is the Fractional Index?

This is the world’s first index that tracks the performance of all IPOs across Rally, Collectable, and Otis since inception, and gives individual results for each platform.

And it’s exclusive to Alts.co subscribers.

Fractional Index for January 17, 2022

While the fractional market was slightly down last week, both Collectable and our picks were up.

2022 is starting to find its feet a bit

You know that with your Insider subscription you have access to our analysis of every fractional IPO, giving each one a Yes or No vote.

Based on those picks, we also launched the Alts Index.

The good news: Since February 1st 2021, we’re up 435%

The Alts. co picks are beating the market by over 400%

If you’d like to see our current picks, click below.

Last week’s changes to our picks

Last week we bought:

Last week we sold:

This was a short-term play based on auction results.

A QUICK NOTE: Time permitting, there will be significant changes to our Alts.co picks next week. Our picks are less-concentrated than we’d like, and our metrics don’t yet reflect Q42021 performance. We’ve currently got 46 buys active, and I hope to whittle that down to perhaps 30. You’ll also see an update to our insider scores that will reflect both Q4 performance and increased liquidity on Rally.

Weekly Winners and Losers

Weekly Winners and Losers

Performance by Asset Class

Look what happens when you’ve got an asset class with only one asset and that asset’s been down big time two weeks in a row. 100% gains!

NFTs continue to be low-key very stable and productive.

A mixed bag last week with more declines than advances

Trading this week

Twenty new assets are open for real-time trading this week on Rally. Nothing new yet from Otis or Collectable.

Disclosure: I own shares of the Domaine Leroy and will buy shares of Pele if it stays anywhere near where it is now.

I’ve also created a link to all assets currently trading on Rally + our inferred values. Check out the discord if you’d like access.

Assets we think are undervalued

Some great opportunities this week on Rally

Assets that may be overpriced

I don’t know why anyone would want a watch with a Domino’s logo on it

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Author

Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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