Dear Superinvestor Bulletin Follower,
If you have followed me for a while you will know that all of my ideas are sourced from the portfolios of the world's top investors.
Call me crazy but I think that the best investors make the best investments.
What I really like is when I find a great investor making a concentrated bet on a particular company. Ideally I'm trying to build a portfolio that consists of high conviction investments from many different top investors.
These investors generally only overweight a company when the risk/reward relationship is unusually favorable.
Alluvial Fund's Q3 letter discusses why they have made one company an 11 percent weighting in their fund. You can take a look at that letter through the link below:
About The Superinvestor Bulletin Portfolio
Every idea that goes into the portfolio of my subscription service is a high conviction idea from one of the best investors in the world. As a group these investors have significantly outperformed the overall market for decades.
If I build a portfolio made up of ideas from a group of investors who generate 15 to 20 percent annualized returns shouldn't my performance match the group?
No...it should actually do better since I don't pay their performance and management fees which nick up to 5 percent from their returns.
I present the best idea I can find in their portfolios every month. In the year and a half my service has been running we have vastly outperformed the market. Not because I'm smart, but because the people whose ideas I steal are very, very smart.
Come take a free trial and see why my results are so good so far:
Your portfolio will thank you for it.
Editor, The Superinvestor Bulletin