Building a robust and resilienT Portfolio
At 15 Golden Tickets, we prioritise thorough research, disciplined stock selection and dynamic portfolio management — to maintain a portfolio that is robust and resilient.
Our process begins by identifying stocks with strong attributes — such as increased earnings, strong cash flow generation, strong balance sheet and reasonable sustainable growth over time.
We review multi-year reports, quarterly statements and earnings call transcripts — often supplemented by site visits, AGMs and management calls/meetings.
We focus on understanding the thinking of the C-suite and the corporate culture — this is essential for comprehending the company's true aspirations and ambition.
Once we have our shortlist, each company is added to our watchlist to monitor for optimal reward-to-risk conditions.
When we identify an opportunity with an attractive reward-to-risk profile — we make an investment move and include it into the portfolio of 15.
We continuously reassess and realign our holdings to ensure they meet our standards.
Should a new investment opportunity present itself as more compelling vis-à-vis our current holdings — we will make the appropriate adjustments.
Our approach to keep our portfolio to 15 carefully selected stocks allows us to spread risk and generate meaningful returns for the portfolio.
Just imagine the odds of generating great performance when you spread your investments across 30-50 stocks — you need need to get a lot of 'em right.
15 is a good number to strategically spread the risk so that no one bad investment will derail the portfolio.
15 is a good number to strategically allocate more capital to high-potential opportunities.
Ask Andrew how 15 Golden Tickets can help you grow wealth consistently and continuously — without the high time-costs, investment hiccups and financial confusions.
