17 Comments

Are there any AUM fees? I signed up and it said to mention your name to save 25% on AUM fees, but it did not clearly state what that % is...

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Hi Jacob,

Welcome aboard! I believe there is a 1% annual AUM fee. I pay this fee as well. This is the cost of automatically executing trades. I hope this helps!

Austin

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Thanks Austin. I deposited money and I searched for the fund on the app from my iphone and I don’t see it listed. There are flagship funds, cryptocurrency, and Additional strategies, but I don’t see one for dividend - Austin Hankwitz.

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Maybe I have to do it from a desktop?

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Desktop 100% is the move - let me know if you're still having trouble after trying.

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Are you planning on updating the other portfolio sheet?

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Hi Kyle,

I should have done a better job of explaining this. But the new Google Sheet should be treated as the new portfolio. The other sheet is now outdated and untrue. As we start from scratch, sure, there might be some names that overlap - but mostly not. If they do overlap, I'll be sure to share just ~how much~ overlap there is when the $8,500 is deployed in its entirety.

Thanks!

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Okay got it! Have you exited all of those positions that don’t overlap? Or are you planning too?

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I guess more so what I'm getting at here is I try to model my portfolio pretty close after yours. There were a lot of positions in that last spreadsheet. It would be really helpful what to know you exited and why. Some of the ones I am really interested in are SE, UPST, AFRM, AMPL, ROKU, TWLO.

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Where can we find information about Quantbase. I mean with the saga of FTX. How do we know Quantbase will be around for a while. How do we know our $ is safe?

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Hi Dorrie,

I shared more information about the company in this post (https://austinhankwitz.substack.com/p/stock-ideas-5-billion-in-market-cap) but you can also look here (https://www.producthunt.com/products/quantbase) as well as here (https://www.ycombinator.com/launches/HaG-quantbase-an-investment-strategy-in-two-weeks) and also here (https://alpaca.markets/learn/quantbase-launches-investment-platform-with-alpaca-broker-api/#:~:text=Quantbase%20was%20founded%20in%202021,prominent%20investors%2C%20including%20Y%20Combinator.)

They also write on Substack, are registered and regulated by the SEC as an investment advisor, and everything is SIPC insured because they don't hold any of your funds (Alpaca does). I hope this helps!

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✔️

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Are you interested in $DG at current price ($232)? It falls under a dividend yielding stock that you've been talking about as of late.

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Hey Chad! Hope all is well brother. Yes, I am. I actually hold DG already! It makes up ~2% of invested assets on M1 Finance, but closer to ~1% of all holdings. Frustrating to see their stock sort of trade down recently, but that dividend growth and "recession-proof" business model is appealing in the long-term.

Cheers!

AH

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So as long as we add funds to our quant base account, it will auto sell and buy depending on the strategy set forth by you and your team?

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I know this is an old post but are you still using quantbase? Is it still a good investment? I just didn’t see you advertising it in your recent tweet?

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Hi Austin,

Just curious as to when one can access the portfolio list on the google sheet upon subscription.

Regards,

Robert

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