Mason Staub

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Mason Staub

Mason Staub

@MasonStaub

Building WealthFlow Engine Systematic portfolio optimizer Stock rankings • portfolio construction Documenting everything in public

Philadelphia, PA Katılım Ocak 2015
411 Takip Edilen424 Takipçiler
Mason Staub
Mason Staub@MasonStaub·
@DeepValueBagger Great insight, works in the world outside of stocks as well. Social clarity and critical thinking is rare.
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Mason Staub
Mason Staub@MasonStaub·
2 months into running the portfolio live: +15.0% return not driven by one name — broad contribution across the book big winners: MU +90% STLD +28% EBAY +21% laggards contained -10% range dispersion doing its job
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Pars Are Good
Pars Are Good@parsaregoodgolf·
@Top100Rick Nothing like using one single, downwind shot to try to prove your point. You guys are completely obsessed. Does your life really change if he can’t do this?
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Rick Golfs
Rick Golfs@Top100Rick·
Scottie Scheffler hits his 3 wood 324 yards to pin high. Scottie isn’t even known as a super long hitter. (Top 50 in that department.) It’s okay to marvel at the player’s athleticism and brilliance, while also asking if enough is enough.
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Mason Staub
Mason Staub@MasonStaub·
$NVDA $AMZN $GOOG it’s YOUR time to boogie 🪩
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Mason Staub
Mason Staub@MasonStaub·
What a day. $ARM breaking out after months of consolidation. $NUE Steel Char-lit OG breaks out ATH. $EBAY Optimized portfolio guy great +10%. $LUV not so much after ER ( Earnings Report). $VIK $MU $STLD $AA steady horses.
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Mason Staub
Mason Staub@MasonStaub·
We’re breaking highs across the board and seeing continued gap-ups in the indices $SPY $QQQ $SMH. Flow is positive. News backdrop is supportive. Price action is clean. Not trying to overthink it — this is a “stay with the trend” environment. Ride strength. Manage risk. Let the market tell you when it’s done. $AVGO $ARM $ORCL $MU
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Mason Staub
Mason Staub@MasonStaub·
I found the biggest flaw in my portfolio optimizer: I was only optimizing the top 15 stocks. Sounds efficient… but it actually destroys diversification. The fix: optimize across a wider universe → then allocate capital. Ranking picks stocks. Optimization builds portfolios. Big difference.
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Mason Staub
Mason Staub@MasonStaub·
Recent tape: Sharp macro-driven selloff to start — most names moved together. Higher beta exposures took the brunt: • LUV, CDE, FTAI sold off quickly Then a fast rebound: • AA, VIK recovered • Energy stabilized A lot of movement, not much net change. That’s typically where dispersion starts to show up.
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Mason Staub
Mason Staub@MasonStaub·
It’s been 1 month into running this live: Slightly behind SPY. Nothing unusual so far. • Portfolio behaving as designed • Dispersion is there • No structural issues Just letting the process run.
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Mason Staub
Mason Staub@MasonStaub·
WealthFlow Engine — Month 1 (Live) Portfolio: -1.23% S&P 500: -0.59% Relative: -0.64% Within expected range for an initial deployment. Early performance mostly reflects dispersion across cyclicals, energy, and materials. Positioning remains: • Beta ~1.1 • 14 holdings • Within risk / volatility constraints This is a multi-period process, not month-to-month.
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Mason Staub
Mason Staub@MasonStaub·
It’s been 1 month into running this live: Slightly behind SPY. Nothing unusual so far. • Portfolio behaving as designed • Dispersion is there • No structural issues Just letting the process run.
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Mason Staub
Mason Staub@MasonStaub·
WealthFlow Engine — Month 1 (Live) Portfolio: -1.23% S&P 500: -0.59% Relative: -0.64% Within expected range for an initial deployment. Early performance mostly reflects dispersion across cyclicals, energy, and materials. Positioning remains: • Beta ~1.1 • 14 holdings • Within risk / volatility constraints This is a multi-period process, not month-to-month.
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Mason Staub
Mason Staub@MasonStaub·
Attribution to results (Month 1): Outperformers: • AA +22% • VIK +5% • EBAY +6% Underperformers: • LUV -15% • CDE -17% • FTAI -10% Dispersion is expected. Portfolio outcome is driven by aggregate contribution — not individual names.
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Mason Staub
Mason Staub@MasonStaub·
WealthFlow Engine — Live Update Portfolio: -5.35% S&P 500: -4.73% (1M) Near-term performance reflects initial capital deployment and normal dispersion across positions. This is a diversified, optimization-driven portfolio — not single-name exposure. Performance will be evaluated on a rolling, risk-adjusted basis.
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Mason Staub
Mason Staub@MasonStaub·
One interesting result from the first run of WealthFlow Engine: Several stocks ranked very high by expected return but didn’t make the final portfolio. Example: VG ranked #8 with ~20% expected return. But it received a 0% portfolio weight. Why? Beta: 5.48 Volatility: 87% The optimizer rejected it.
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Mason Staub
Mason Staub@MasonStaub·
@Brooks789654 Dropped output on my page! Technicals I look at price above 50/200 moving averages and relative strength. Fundamentals need to be profitable, so I like ROE +, EPS +, P/E to name a few. Mix in relative strength and your list is typically pretty short with just those few!
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DVB
DVB@DeepValueBagger·
This week $NBIS outperformed $IREN in a huge stretch. I'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it. Here's why... 1. NBIS revenue growth much higher than IREN 2.NBIS execution is more visible/software/ platform/customers/multiple platform DC. 3. IREN AI business is still small, and BTC mining is a huge drag. They obviously can't throw all those miners away, and must keep them running to end of life. 4. IREN depends on higher execution risk w/ Microsoft. Microsoft reserve the rights discontinue - my nightmare case. With lack of execution history on the AI side, this is difficult to stomach. 5. IREN atm risk is looming.
DVB tweet mediaDVB tweet media
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Mason Staub
Mason Staub@MasonStaub·
Today I’m launching WealthFlow Engine v1.0. It’s a systematic portfolio optimizer I built to manage my personal investing process. The workflow is simple: • screen the broader stock universe • narrow it into a focus list • apply fundamental, risk, and portfolio construction filters • optimize a concentrated portfolio • rebalance quarterly after earnings season The current version builds a 5–15 stock portfolio and weights positions based on expected return, valuation, quality, growth, and risk constraints. I’ve now deployed the first live version with real capital, and I’m going to document the process publicly as I improve it over time. Building in public.
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Mason Staub
Mason Staub@MasonStaub·
This first live version is now deployed with real capital. I’ll be sharing: • portfolio updates • rankings • near-miss ideas • rebalance changes • system upgrades
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Mason Staub
Mason Staub@MasonStaub·
The goal is not just to pick good stocks. The goal is to build a better overall portfolio: • controlled beta • controlled volatility • sector caps • diversification • quarterly re-optimization
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Mason Staub
Mason Staub@MasonStaub·
What WealthFlow Engine v1.0 actually does:
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