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Core Fund Launch

June 19, 2024
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Wiko Steyn
Author
Wiko Steyn

Building our 20 stock $20K portfolio

Alongside our Unicorn Portfolio, we are launching our Core Fund. This fund focuses on established leaders in their industries. The Core Fund presents a lower risk and should generally trade in parallel with the broader US market. Our goal is to outperform the S&P500 by identifying the best companies in their respective industries. This fund should typically be between 20% and 50% of your total portfolio depending on your age, time horizon and risk tolerance.    

Qualifying metrics to be considered for this fund:

  • Established Moat
  • Great Financials
  • Impeccable Management
  • Solid Business Model
  • Future Potential

The Core Fund has been allocated $20000 and the Unicorn Portfolio $10000.  This money will be deployed into qualifying assets over the coming months. The difference in the criteria and scoring of the two portfolios will be explained in an upcoming article.

 

Portfolio Update Summary

We added our first two stocks on 22 April 2022:

  • $250 of GOOG at $2380.95
  • $250 of AMD at $88.09

With earnings season in full swing now we are only starting with 25% allocations and we will use dollar-cost averaging (DCA) over the coming months to build our full positions.

 

Disclosure

This is not financial advice and only the opinions of the author. The $20K is not real money and only a demonstration of a typical portfolio. The author is currently long GOOG and AMD.


 


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