Posts by surfpacific

  • Market Update – November 2022

    Market Overview At Portal Asset Management, part of our investment philosophy is to continuously perform objective and independent analysis to ensure we are seeing things as they are, not worse than they are, and then in seeing things as what they could be, and we believe, will be. The events in the cryptocurrency and digital […]

  • Webinar Recording – The Blockchain Revolution: A discussion with Alex Tapscott

    Tune into our webinar with Alex Tapscott where we discuss the blockchain revolution.

  • Webinar Recording – Jamie Coutts – The Institutional Adoption of Crypto Assets: 2023- The Tipping Point!

    Join us for an enthusing discussion on the continuing institutional adoption of crypto assets despite the current global macroeconomic turmoil with Jamie Coutts, crypto market analyst for Bloomberg Intelligence. Jamie is responsible for creating crypto market structure, asset, sector and thematic analysis content for institutional clients.

  • Webinar Recording – Global Macro Outlook and Crypto Assets: Crisis or Opportunity with Raoul Pal

    Join us for a thought-provoking discussion on the current global macroeconomic turmoil with Raoul Pal, hedge fund manager and founder of Global Macro Investor (GMI) and co-founder of Real Vision. Topics to be discussed include the increasing geopolitical tension and energy crisis in Europe, growing global recession fears driven by bearish inflation and interest rate […]

  • July 2022 Market Commentary and Performance

    Portal Digital Fund Horizon Index Fund Radiance Global Fund July: +8.1% July: +28.2% July: +1.1% YTD: -28.5% YTD: -63.6% 2021: +83.1% Since Inception: -60.6% Since Inception:  +116.6% Market Commentary from Mark Witten, CIO July saw cryptocurrencies and digital assets (“crypto assets”) break their last three consecutive monthly drawdowns, with BTC returning +17%, and the overall […]

  • October 2022 Market Commentary and Performance

    Portal Digital Fund Horizon Index Fund Radiance Global Fund October: +0.3% October: +6.2% October: +2.12% YTD: -34.6% YTD: -63.7% YTD: -8.61% 2021: +83.1% Since Inception: -63.7% Since Inception: -8.61%  Since Inception:  +97.9% “Over-leveraging is the prime reason for all market blow-ups. Leverage has the potential to turn a reasonably good investment into disastrous gambling.” Naved Abdali, […]

  • September 2022 Market Commentary and Performance

    Portal Digital Fund Horizon Index Fund Radiance Global Fund September: -4.7% September: +4.4% September: -1.18% YTD: -27.6% YTD: -65.8% YTD: -10.50% 2021: +83.1% Since Inception: -60.6% Since Inception:  +98.1% September was a challenging month for funds to trade. BTC initially rallied 10% whilst ETH and the overall market rose 14% in the first 12 days […]

  • August 2022 Market Commentary and Performance

    Portal Digital Fund Horizon Index Fund Radiance Global Fund August: -3.9% August: -9.9% August: -8.81% YTD: -31.7% YTD: -67.2% YTD: -8.81% 2021: +83.1% Since Inception: -60.6% Since Inception:  +106.8% Market Commentary from Mark Witten, CIO The strong bounce that started in July with BTC rallying 26% off its lows and the overall market (represented by […]

  • Webinar Recording – Portal’s webinar focused on Web 3.0 and Defi solutions. Defi here now with Web 3.0 evolving rapidly.

    Portal’s monthly webinar this month is on investing in Web 3.0 and Defi. Learn what the highly capable team at M31view as obvious investment targets, why Web 3.0 is destined to disrupt traditional centralised tech solutions and why Defi has performed so well during substantial sector price declines. Fascinating insight into a future not far […]

  • June 2022 Market Commentary and Performance

    Portal Digital Fund Horizon Index Fund June:  -8.3%* June:  -27.9% YTD: -33.7% YTD: -71.6% 2021: +83.1% Since Inception: -60.6% Since Inception:  +100.6% Please find below the performance review and market commentary for June 2022, including our global macroeconomic analysis given current turbulent market conditions. Market Commentary from Mark Witten, CIO The intense volatility we have […]