Click on the following link to view the portfolio in detail:
- The portfolio strategy is put together based on deep value, distortions in equity, forex and bond markets, need, income, well informed speculation and a look at what is coming on the Horizon.
- We began accumulating most of the assets for this portfolio on 11-Feb-2016.
It is well diversified. Sectors, Asset class, and Geographical location. - Since Feb11-2016 and moving forward we will never deploy more than 3% of total principal to any one asset (normally between 1-3%), and we keep disciplined 5- 20% trailing stop on all positions (depending on the particular equity). This allows us to keep risk and losses contained and to a minimum. (and we don’t like to lose money on anything). We will not hesitate to cut losses if a position goes against us for reasons we have not foreseen in the analysis we use to buy in the first place.
- We want portfolios to be compensated not only by equity return, but by healthy dividend yield also, where we can get it. (You can see the current yield in the attachment).
- We keep a healthy amount of cash available at all times. It allows us to sit and wait for positions we want to take. Price is what you pay, value is what you get..