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Our investment strategy is passive investing. The portfolio follows Nasdaq 100 index, choosing stocks with highest EPS ratios and low price-to-book ratios compared to stocks with similar EPS ratio. This stock offers relatively high returns with low P/B ratio. The initial positions are equally weighted so $100k is allocated to this stock.
Firms are allocated to the portfolio based on the momentum investment strategy: all firms are from the NASDAQ-100 Technology sector index which was sorted by YTD (year to date) price development. The fund decided to go long in all firms which had YTD returns of over 15% on 30th of October. $1,500,000 was divided with equal weights between the 47 stocks. Rank: 32
The 25 biggest U.S Technology companies strategy, passive buy and hold investment strategy | Long position | Weighted by the market cap (exposure to one company limited to 20%) | Rank 23| Portfolio is rebalanced on a quarterly basis.
Charter has seen nice returns and has had great momentum in the past 12 months. Charter is currently one of the best-performing stocks in the S&P 500 index. We believe Charter is going to continue its momentum and this is why we think it is a great fit for our portfolio. | LONG
According to the fund's strategy, we sell short 5 % of the S&P 500 large-cap firms that have the highest p/e ratios (i.e. total 25 firms).