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Long position. The fund seeks to passively track the investment performance of the 30 largest holdings in the MSCI US Investable Market Information Technology 25/50 Index. The weights are adjusted to market share. Intial weight about 1,5%.
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 24| Portfolio is rebalanced on a quarterly basis.
Zoom video communications placed originally 24th by market cap. However, Zoom was not found from the Stockfuse marketplace.
LONG | IBM |Company represents Tech -industry, which we believe will endure the effects of the pandemic. HCC invests in carefully picked stocks that we believe will perform well despite the ongoing state of the world economy. Most stocks in our portfolio have distinct characteristics such as low P/B or low P/E and they are well established. Each stock has a weight of 3 to 8% in our portfolio.
IBM, long position. Our fund's investment strategy is passive value investing. We focus on buying the stocks that have a high book-to-market ratio compared to its sector's peers from the S&P 100 list. Thus, following our strategy, this stock offers a good expected return on investment and a maximum weight of 5% ($60k) is allocated. This is in-line with our portfolio’s target leverage of 1.2.