JCR GI 09-01-2018 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 the positions we want to take. Price is what you pay, value is what you get..
One-stop-shop portfolio with exposure to the following sectors:
Mortgage REIT – geographically diversified ETFs (covering developed & emerging economies) – Dr. copper – retail sector – energy – defence -pharmaceutical sector – global asset management positions – natural resource stocks including royalty plays – mobile payment ETF – equity income fund – multinational courier delivery services – hedged equity ETF – healthcare: diagnostics & research – agriculture: market crop producer – preferred securities income fund.
Join us as we establish a new portfolio full of new ideas in the coming weeks and months. More details about this coming soon.