Every trade logged since inception. A single weekly rebalance — ten minutes on Friday. Nothing in between.
Every trade since inception is logged and visible to subscribers. Returns are calculated on a live paper portfolio — the same selection, the same sizing, the same weekly cadence.
Capital gets stuck in the wrong stocks while leadership keeps rotating — from sugar to oil to gold — often by the time most of us have noticed.
A letter from Kapil Goyal on execution, rotation, and why discipline beats conviction — drawn from a career that began at Fidelity and learned its hardest lesson in 2008.
Three steps, repeated weekly. Nothing heroic. The advantage comes from doing simple things consistently.
We build recommendations using rigorous technical and fundamental research. No junk stocks; every company we hold is an established business generating real profits. Early-stage miners and concept plays are strictly excluded — the cost of being wrong on them is too high to bear.
Every Friday, our selection model combines technical momentum with fundamental health — profitability, balance-sheet quality, and scale — to surface the strongest opportunities. Leadership rotates; the selection rotates with it.
Position sizes are calculated using inverse-volatility weighting. Lower-volatility names receive larger allocations, producing smoother compounding and tighter drawdowns than equal-weight or momentum-weighted alternatives.
Not a stock-picking service. A window into a live, disciplined portfolio — with all the tools to follow it in practice.
Real-time positions, performance charts, sector exposure, and a full trade log — refreshed every Friday.
Email notifications with exact buy and sell actions, position sizes, and P&L breakdown after each rebalance.
Every trade logged since inception. Sortable positions table with entry prices, current values, and weight allocations.
A disciplined process combining quantitative selection with fundamental filters — removing emotion while keeping judgment on quality.
The most useful things to know before you sign up.
Free for the first six months. Hard Asset Rotation is in an early-access period — all subscribers get full access to the dashboard, weekly trade alerts, and the founder's letters at no cost. Pricing beyond the free period will be communicated well in advance; no payment details are needed at sign-up.
No. The portfolio holds widely traded commodity and energy equities and a handful of major ETFs — names that are supported by virtually every retail and institutional broker. Charles Schwab, Fidelity, Interactive Brokers, E*TRADE, Robinhood, Zerodha, HDFC Securities, and most others will work. You place each trade yourself on your own account.
The strategy is modeled on a $100,000 paper portfolio but scales down. Accounts above roughly $20,000 can track it cleanly; below that, whole-share rounding starts to distort position sizes. HNIs and investors deploying $250K+ will get the most faithful tracking.
Every Friday after the U.S. market close you receive an email with that week's changes — exits, entries, and updated position sizes. The dashboard updates at the same time. You have the weekend to place your orders before Monday's open.
The strategy is robust to a missed week. Positions rotate on Friday close; placing the trades a few days late typically costs very little in tracking error. Catching up on Monday or Tuesday is fine — though consistency over months is what matters most.
No. Hard Asset Rotation is a research publication and a model portfolio — not registered investment advice. You remain responsible for every trade you place on your own account, and should consider your own financial situation, tax rules, and risk tolerance.
There are risks associated with investing in securities. Investing in commodities, equities, and exchange-traded funds involves risk of loss, including loss of principal. Past performance is not indicative of future results. The information provided is for informational purposes only and should not be construed as investment advice, a solicitation, or an offer to buy or sell any security. Individual results vary. You alone assume the sole responsibility of evaluating the merits and risks associated with any investment decisions. Invest at your own risk.