We just closed Model Portfolio I (aka the 'Ally Cat'). Should have Model Portfolio II out sometime next week. TR ~24.4% since inception on Jan 10th. Beat the XLE but super disappointing vs. #Midstream and #energy infrastructure. 

final marks as of Friday Nov 8th. 

Interested if anyone has any great ideas I should be looking at. Both on Long and Short side. Thx

#natgas #oil #utilites