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The Forticus Lifestyle Fund
#3
DW,
a year ago, I thought about 33 companies, an average of 3 companies per one of the 11 sectors.
There are some sectors, where I see less: 1 in materials, 2 in industrials, which gives room for more in other sectors.
Until end of this year I like to keep 3% as a full position equivalent, but certainly wil have some at 4% and several with less than 3%.

After changes in July it's 44 companies. I guess the number will be trending sideways between 30 and 50 companies for the next couple of years.
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Messages In This Thread
The Forticus Lifestyle Fund - by Forticus - 07-27-2018, 02:08 AM
RE: The Forticus Lifestyle Fund - by Forticus - 07-31-2018, 03:36 PM
RE: The Forticus Lifestyle Fund - by Forticus - 12-07-2021, 03:07 AM
RE: The Forticus Lifestyle Fund - by ken-do-nim - 12-07-2021, 07:07 AM
RE: The Forticus Lifestyle Fund - by Forticus - 12-19-2021, 04:48 PM
RE: The Forticus Lifestyle Fund - by Forticus - 01-21-2022, 04:33 AM
RE: The Forticus Lifestyle Fund - by Forticus - 05-04-2024, 12:40 PM



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