Displaying 1 - 13 of 13

d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: September 5th

Crushing the Market, lookiing for more

Portfolio Update of the RoundUp10 and the Denim Index through September 5th, 2025.

 

Looking for more insight? Get the full video review, including a breakdown of the HUGE AEO trade, Lululemon's flop, and more in my  ...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ESLOY
$AEO
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 29th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 29th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, two HUGE new buys ahead of next week and more in my...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
$ESLOY
$AEO
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 22nd

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 22nd, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 15th

Weekly Portfolio+ Update for August 15th 2025.

 

As always, for more details on my thoughts on the portfolio, PPV sports, inflation expectations (watch out for the back half) members can check out the Weekly Portfolio+...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 8th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 8th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio, and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
a
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 1st

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 1st, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes and the Peloton Earnings Blowout in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 24th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 18th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
j
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 18th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 18th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio and more in the...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ATZ.T)
Members Only
l
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 11th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 11th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes and the...

August 31, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$LEVI
$ATZ.T)
Members Only
Chill
Jeff Macke
Jeff Macke

Weekly Strategy Session: June 13

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

June 14, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
Video
Members Only