*Note: using the Sort feature on this Excel visual of this Fund will give errors on the Initial & Current Value & Shares. To view the data in the original form again, Refresh the page.
Description:
100% total weighting is the % of $ being invested in the equities/assets. The fund would realistically diversify the total Value in cash & other more liquid/stable assets to ensure stability & flexibility.
My portfolio includes several stocks that are inherently risky, and many of them have consecutive unprofitable quarters/years.
My portfolio will be for the most part passively-managed, with the initial allocations placed in.
I will exclude taxes & fees from all the fund managers for ease sake.
3/13 of the Top Fund Managers ETFs include expense fees- these will not be calculated in the basic ROIs.
Several funds/stocks pay out dividends (11/20 for Adval Fund, 8/13 for Top Fund Managers). These will not be counted in basic ROIs , but would be included in the calculations of detailed ROIs.
The Purpose of this portfolio creation/fund manager challenge is to see how well the best fund managers in the entire world and myself will perform with all of our combined skills/talents.
2025 moving forward marks a unique time geopolitically, economically, and societally.
The markets are a fascinating journey in which everyone has their own glasses to view, experience, and critique them in their own way(s). I embrace them.
Lico BP 2024 (created June 2024):
Description:
This is a hypothetical portfolio, so these positions were not truly taken in any Real portfolio, as this was just made for testing purposes.
These investment picks were bought all on the same day, 27 May 2024, and thus had the massive disadvantage of being able to hand-select a desirable price or price-range (or limit order price) for each investment, as to simplify the portfolio for testing and simplification purposes.
These investment decisions were in fact made based mainly on the data and information presented and researched on Lico Investments Diversification Blue Print DataSet.
Thus, the success of this portfolio, aside from the indirect forces of the market can be said to be tied to the support and assistance of the Lico Investments Diversification Blue Print.
The outlier being Solana being the most nascient, and thus most difficult to track will hence not have it's data not up-to-date in accordance with the other investments. But note the low risk and lower equity stake of less than 1% (25 bps) in the coin.
Day 1 Market Close Down 0.78%
*The timelines for these are short- to mid-term. They are not long-term.
Each equity has it's own timeline and none of these investments are meant to be held forever, with the exception of potentially $AMZN (which still may be sold if the price becomes overly inflated in our opinion).
2024 Full Speed (created Mid-December 2023):
Description:
Our Value-Driven Revenue-Consistent Stock Portfolio is crafted with the utmost precision to target undervalued stocks with promising market opportunities. It stands as a beacon of strategic investment, selecting stocks that boast not just appealing valuations but also a solid and reliable history of generating revenue. The investment strategy at its heart is a thorough analytical process aimed at uncovering stocks that are priced below their true worth. Through comprehensive fundamental analysis, we pinpoint companies with share prices that do not fully reflect their financial health and growth prospects, providing a safer investment with significant potential for appreciation.
The portfolio prides itself on its diversity, featuring well-known large-cap companies that have cemented their position in the marketplace and are equipped to withstand economic challenges. Augmenting these stalwarts are select smaller-cap stocks, chosen for their potential to grow and adapt swiftly. These companies, though not industry giants, impress with their ability to sustain profits and often lead in bringing innovative solutions to market challenges. Each stock included is chosen for its consistent revenue generation, a clear indicator of robust business models and effective management. For investors, this portfolio offers a harmonious mix of stability and potential growth, adhering to value investing tenets and perfectly suited for those aiming to invest wisely in firms poised to thrive amidst market uncertainties.
*Risk Disclaimer:
Investing in financial markets involves risks. The value of investments can go down as well as up, and you may not recover the original amount invested. Past performance is not indicative of future results. This portfolio contains a diverse range of assets, but diversification does not guarantee profits or protect against losses. The opinions expressed regarding the valuation of stocks and their future performance represent an analysis based on historical data and current market conditions, which are subject to change without notice. It is important to conduct your own research and consider seeking advice from an independent financial or investment adviser before making any investment decisions.
Rising Heat Q3 2020 (Click link above to view entire spreadsheet.)
**Hypothetical Fund. Do NOT trade based on these stock picks.
This fund was created, and stock prices are reflected from July 23, 2020.
Covid Fund 2020 (Click link above to view entire spreadsheet.)
**Hypothetical Fund. Do NOT trade based on these stock picks.
This fund was created, and stock prices are reflected from April 30, 2020.
* This is a fund created on Saturday, February 10 in 2018. All of the prices, percents and numbers are as of Market Close (Includingafter Market-close) on
Friday, February 9, 2018.
* This fund focuses on Growth- and therefore involves Slight-to-Moderate Risk. Although, risk is present in any fund or portfolio.
* The Sky Flyer Fund assumes that 100% of the capital be used to purchase equities, as the other investment options would be devied up within other portfolios.
* The prices do not reflect the price that we would buy them at, but only the price that was listed as of the closing of Friday, Feb. 9, 2018.
* This fund assumes AUM (Assets Under Management) of $10 Million (USD).
* This portfolio (fund) is intended for research purposes only, and is not intended to invest in or suggest any company over another. We do not affiliate ourselves with
any of these companies within the fund, and thus forth do Not have any conflict of interest with the companies.
* All numbers are subject to change, and none of the numbers are to 100% accuracy, and may vary depending on the source referenced.
This Fund contains 14 Publicly-Traded companies that we believe alltogether combine into Masterfully-created, Moderate-Risk, One-Year (Short-term) Portfolio.
*Investment Disclaimer:
Any ideas or strategies discussed herein should not be undertaken by any individual without prior consultation with a financial professional for the purpose of assessing whether the ideas or strategies that are discussed are suitable to you based on your own personal financial objectives, needs and risk tolerance. We expressly disclaim any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein.
The information contained herein is not, and shall not constitute an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service.
