The Simple Side
Portfolios with a process—and the macro backdrop around them.
Follow our three live portfolios, see every current holding, and understand the market environment shaping the week.
Quick macro look
Rates and curve regime
Bear FlattenerAs of Sep 3, 2026
2-Year
4.34%
10-Year
4.77%
Bond market
bearish2Y rising faster than 10Y
Bond prices typically fall, led by shorter maturities.
Typical macro setting
Often reflects Fed tightening or a hawkish repricing of near-term rates.
Stock market
bearish
Usually negative for stocks, particularly rate-sensitive assets.
Live strategies
Current portfolios
Flagship Fund
Annual January 1 selection, held through December 31.
Annual rebalance20 active holdings
YTD 2026Through Sep 6, 2026
+12.02%Monthly Combined Portfolio
Two monthly value sleeves plus a rolling three-month Small/Mid sleeve.
Monthly rebalance13 active holdings
YTD 2026Through Sep 4, 2026
+19.93%Insideredges.com Monthly Portfolio
Three monthly picks held as three overlapping monthly cohorts.
Monthly pick, quarterly hold3 active holdings
YTD 2026Through Sep 4, 2026
+6.24%Latest trading week
Weekly movers by portfolio
Flagship Fund
Weekly portfolio return+1.61%
Aug 31, 2026 – Sep 4, 2026Monthly Combined Portfolio
Weekly portfolio return-0.30%
Aug 31, 2026 – Sep 4, 2026Insideredges.com Monthly Portfolio
Weekly portfolio return+0.78%
Aug 31, 2026 – Sep 4, 2026