Wealthion · Tuesday, September 1, 2026
David Rosenberg's model portfolio, launched in early 2023, has gained 55% with a low beta, despite his 'perma bear' reputation. He describes it as a low-to-moderate risk strategy focused on capital preservation and cash flow, acting as a hedge against riskier assets.
“uh it's up 55% with a 0.7 uh beta to the 6040 >> point4 to the S&P 500 and a sharp ratio north of one?”
“It's it's it's classified as low to moderate risk.”
“So, go figure how a perma bear can make you money.”