I launched this portfolio on October 11, 2024 to show that disciplined value investing can consistently create alpha in a market dominated by short-term momentum. Every position is driven by research and sized with a defined risk and reward profile, while downside risk is carefully managed. This portfolio reflects real capital allocation and has delivered performance above the benchmark.
* Disclaimer: Some positions that contributed to performance have already been sold for a gain and therefore are not reflected in the current portfolio snapshot shown here.