We wanted to share an update of our portfolio. We started our journey last year by creating a proprietary stock-screener based on our Quality-Growth investment philosophy (more details here
) and we then shared with you company analysis deep-dives. Based on our research, we started building positions carefully in 2023 and as of today, half of the portfolio is invested in stocks and the other half is sitting on cash, in order to build the portfolio opportunistically.
Here are the details, ignoring cash and considering only the stocks book:
Overall, the portfolio performed well since inception (first trading day of 2023), mainly helped by a large exposure to the information technology sector. Main contributors to the portfolio's outperformance are $META
, and $GOOGL
. The portfolio exhibits more volatility than the SP500 due to its growthy profile however, the quality factor, key to our strategy, mitigated the higher volatility and allowed the portfolio to show lower drawdown with especially longest drawdowns days c.2.5x less important than the SP500 (36 vs. 89 days). You can visualize the SLT Core Portfolio's tearsheet
online containing all statistics and charts with regard to performance analysis.
Additionally, we wanted to let you know that we will be sharing in a future post the position sizing method that we developed to determine the weightings of each company in the portfolio. We hope it can be helpful for others as well.
Stay tuned for more updates and feel free to share your own portfolio strategies and insights in the comments section below. Let's continue to learn and grow together!
Disclaimer: This post is for informational purposes only and should not be taken as investment advice. Please do your own research before making any investment decisions.