@realJosephRich the long equity portion of my portfolio is pretty high active share. Was more lucky than good to be early on $AMZN &amp; $AAPL, not as early - but early enough - on $ADBE $MSFT $GOOGL $CRM, $BABA &amp; $FB (sold). Quite overweight healthcare. &amp; much of the rest is heavily yield-centric