Any opinion on markets would only carry weight when the talking head has a sizable stake backing it - when the person has “skin in the game”.
To uphold this principle, I have setup a new public portfolio that would provide transparency of the “diff” between what I pitch and what I do.
The Investment Mandate
Investment mandate of the public portfolio :
- Initial portfolio size will be approximately ~21,000 USD.
- Monthly inflows approximately ~6,300 USD from April 2024 - September 2024 as a form of Dollar Cost Averaging.
- The fund will invest primarily in the equity securities of companies.
- Option contracts if purchased will be solely for hedging purposes, not for speculation purposes.
- Shares will only be sold when companies have realized fair value.
- The fund will have no more than 30% of its total assets invested in any single sector, as defined by the Global Industry Classification Standard (GICS).
- Diversify across 8-16 individual equity securities at all times.