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PAST PERFORMANCE

Ben started saving in 2017 while in college, with little experience. His approach to investing was based around age-old axioms around diversification and risk. Ben started out learning how to invest in stocks for the long-term. This included individual stocks, ETFs, and mutual funds where he could utilize his accounting background through fundamental analysis of publicly available financials. About a year later, Ben began to learn and understand the equity derivatives market, more specifically options markets. This began with basic long strategies, and has since evolved into a much more complex approach to the options market regarding risk management including spread trading and options writing to generate income. In 2020, Ben started trading in the futures markets to expand the available markets/instruments that could be utilized to meet investing objectives. The results have been very encouraging; the portfolio has had more than double the return of all major equity indices since inception.

5x

Five times the S&P 500's return

since beginning in 2017

TOP HOLDINGS

CURRENT POSITIONS

​Below is a list of the top 6 largest equity and option positions in the portfolio:

  • NVO - Novo Nordisk A/S

  • BHP - BHP Group Ltd. 

  • ANZ - Australia & New Zealand Banking Group Ltd. 

  • GOOGL - Alphabet Inc.

  • TENERGY - Terna Energy S.A.

  • ALK - Alaska Air Group Inc.

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As of February 14, 2024

ABOUT

Ben is currently a licensed CPA in the State of Oregon and a CISA certification holder working as an information technology assurance professional in public accounting. He is a graduate of Oregon State University, awarded a Bachelor of Science in Accountancy and a Bachelor of Science in Business Information Systems. Ben has experience as an investor through variable market conditions, and has a strong understanding of fundamentals and macro economic indicators. Ben has proven an astute background in finance and economics; as he has achieved exceptional results as a young investor.

About
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Ben Tellin, CPA, CISA      

For Personal Inquiry: benjitellin@live.com

Benjamin Tellin                                                                                 benjitellin@live.com

Last Updated February 2024 by Benjamin Tellin

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