No. of Recommendations: 3
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To find the best opportunities the market has to offer.   
To use a sound process to build out the portfolio over a period of time. 
To know what the portfolio has, then go get what the portfolio needs.  

80% of fund manager’s under perform the market.  

My goal will be to eclipse the market’s performance by at least 3% while minimizing risk and maximizing returns. Ultimately, the portfolio 
will hold anywhere between 30 to 50 stocks. It will also have some degree of international exposure.  

Stock Style:
While not a strict set of guidelines, I will generally focus on businesses with high returns of equity 
and invested capital.  I will also focus 
on companies that are cash flow positive and possess competent, able,
solid, management teams.

Strategies “Buy right and sit tight”
I will consider myself to be a part owner of a business, macroeconomic events will not affect an investment decision.  I will hold 
an investment for 3 – 5 years (preferably longer) or unless something fundamentally changes.  I plan to be unemotional, methodical, and
 focused on the process.  I will be aware of price but not driven by it.  I will be diverse enough where the portfolio will be protected 
during downswings. When I allocate capital, I will generally do it in the form of a percentage.  
I will rebalance by adding new money to lagging ideas.  

Though I won’t use a strict allocation percentage, I find it useful to measure expected growth 
rates by their return potential and illustrate how much (roughly) will be allocated.  
       Growth Rate       Expected Return         Allocation
Slow    5-10%                  0 – 50%            20 -30%
Medium  10- 20%            -25% - 100%            45 -55%
Fast     20%+              -50% - 200%            20 -30%
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