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I have started a fresh portfolio to track my performance publicly using my "The Emotionless Investing Framework". In this post, I'll be sharing my newly initiated positions!

The market has been quite volatile these months, mainly because of growing interest rates and the Archego sell-off. Will it go down further? No one knows for sure. What I do know is that I’ll stick to my framework and try investing as emotionless as possible. I italicized ‘try’ to insinuate the difficulty I face is hindering my emotions. It’s hard, to be honest, but the framework truly does help.

As I said in my previous post, I use a basket approach for investing. A basket will contain no more than 15 stocks.

Let me show you my baskets!

Holdings:

['ARKK', 'ARKG', 'ARKW', 'ARKF', 'ARKQ', 'ARKX', 'FNGS', 'FNGO', 'FNGU', 'OGIG', 'NUSI', 'IBUY', 'WCLD', 'MSOS', 'BLOK']

As you can see, I’m an avid believer in Cathie Woods's (Owner of ARK invest funds) vision and her open-source approach to research.

I do have a few FANG+ funds, including its 2x and 3x leveraged ETN.

‘OGIG’ is Kevin O’Leary’s ETF which invests in global internet giants.

‘NUSI’ is a Nasdaq-covered call ETF that provides downside protection and a dividend yield of 7.5% as of this writing.

‘IBUY’ is a basket of companies that obtain 70% or more revenue from online or virtual sales.

‘WCLD’ tracks the Bessemer Venture Partners (BVP) emerging cloud index.

‘MSOS’ is a pure US Cannabis ETF.

‘BLOK’ ETF contains companies actively involved in the development and utilization of blockchain technologies.

Now let’s calculate the monthly percentage change for a holding (I have a python script that does it for me, comment if you want to know more about it).

‘ARKK’

Percentage Change = (New price - Old Price)/Old Price *100

=((119.94-129.50)/129.50) *100 =

= -7% (rounded)

We do the same for each stock.

ARKK: -7%

ARKG: -5%

ARKW: -8%

ARKF: -7%

ARKQ: -4%

FNGS: -5%

FNGO: -10%

FNGU: -17%

OGIG: -8%

NUSI: -2%

IBUY: -2%

WCLD: -9%

MSOS: -12%

BLOK: +7%

i.e., Individual % change = [-7, -5, -8, -7, -4, -5, -10, -17, -8, -2, -2, -9, -12, 7]

Total stocks in portfolio = 14 (Didn’t include ‘ARKX’)

= (-7-5-8-7-4-5-10-17-8-2-2-9-12+7) / 14

= -6%

Therefore, we buy each stock in a multiple of 6 (If you don’t understand, please read the previous post)

Let’s say the minimum amount you want to invest is $10. Hence, you will buy 6*10 = $60 worth of each stock.

There are 15 stocks in total (only excluded ‘ARXK’ in the calculation, not in the buying process), and my framework tells me to invest $60 into each stock. Therefore, I have invested a total of 15*60 = $900 into my ETF basket.

This is a basket of my high conviction stocks.

['APPH', 'PLTR', 'LMND', 'NNOX', 'U', 'TSLA', 'SHOP', 'SQ', 'SE', 'CRWD', 'IPOE', 'BFLY', 'NET', 'NVDA', 'SDGR']

Use the same process as above to find individual percentage changes and the average change in the portfolio.

Portfolio Weight:15

Individual % change: [-45, -3, -26, -10, -4, -2, -11, 0, -5, -13, -8, -12, -2, 0, -27]

The average change in the portfolio is: -11%

Therefore, each stock is bought in a multiple of 11. If the minimum amount is $10, as stated before, $110 is invested into each stock for a total of 110*15 = $1650.

A basket of highest conviction cryptocurrencies and tokens.

['$BTC.X', '$ETH.X', '$DFI.X', '$HNS.X', '$ATOM.X', '$DASH.X', '$MANA.X', '$BAT.X', '$STX', '$NMR.X', '$DOGE.X', '$FIL.X', '$HNT.X', '$ALGO.X]

Use the same process as above to find individual percentage changes and the average change in the portfolio.

Portfolio Weight:14

Individual % change: [27, 33, 11, 54, 2, 8, 312, 117, 20, 31, 6, 445, 166, 41]

The average change in the portfolio is +91%.

Wow!

Since the average change is positive, you have two options; Either invest the minimum amount ($10 in the above case) or wait for the change to become negative and invest accordingly.

I recommend you to initiate a starter position if you don’t have any and further invest only when there’s a negative change.

$ARKF 52.335

$ARKG 89.8661

$ARKK 120.8873

$ARKQ 84.7206

$ARKX 20.7951

$ARKW 149.5924

$FNGS 28.65

$FNGO 38.6952

$FNGU 28.9001

$NUSI 26.9451

$IBUY 125.4705

$WCLD 49.2603

$OGIG 53.3452

$BLOK 56.5851

$MSOS 43.5701

$APPH 18.015

$BFLY 16.74

$CRWD 185.7575

$IPOE 17

$LMND 94.8251

$NET 71.9801

$NNOX 41.7301

$NVDA 551.2403

$PLTR 22.965

$SDGR 79.62

$SE 236.3761

$SHOP 1142.3824

$SQ 228.9997

$TSLA 670.2005

$U 100.2506

If you have any confusion or recommendations, feel free to comment. If you liked the post, please share and like!

Thanks for reading.