Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
The Forticus Lifestyle Fund
#1
I have posted the annual review of my portfolio at SA in 2 blogs.

Part 1: long term stuff versus personal benchmarks towards retirement in 2023
https://seekingalpha.com/instablog/47427...ual-review

Part 2: individual holdings in June, 4 closed and 29 opened positions since April 2017.
https://seekingalpha.com/instablog/47427928-forticus/5191664-portfolio-holdings-june-2018-annual-review-part-ii

Thanks to this forum for exchanging ideas over the year.

P.S.: dont understand why the forum doesnt convert the 2nd link to clickable.
Reply
#2
Forticus, I see it's been a busy year.

Now that it appears your portfolio is close to completion, are left to adding to positions?

Do you have a goal for how many different companies you plan to hold?
=====
How do they get the deer to cross at that yellow road sign?

Reply
#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.
Reply




Users browsing this thread: 2 Guest(s)