I am a small cap value investor, first and foremost. I know this space and I am very very good. When I buy a stock, I typically make money. This is a result of the deep research that goes behind the stock, and of course hours and hours of contemplation, going through scenarios and possibilities.
So it is not surprising that my primary focus on this website is small cap value.
I run a Small Cap Value portfolio focused on the US stocks. This is my flagship portfolio and is accessible to the subscribers to my Premium newsletter and Founder’s Club subscribers.
I also run 3 additional portfolios that are accessible to Founder’s Club subscribers:
- Dividend Growth Portfolio – Think of this as a “never sell” portfolio that I am building up for eventual retirement. Most investors should have this, regardless of your investment philosophy. These companies will pay your bills and will allow you to travel and do everything you plan to do in your bucket list.
- Dynamic Core Hedge Portfolio – This along with my flagship Small Cap Value portfolio is my vehicle for capital growth. As you have noticed, my Small Cap Value portfolio is focused on the US company stocks. This is the space I know best. Dynamic Core Hedge Portfolio gives me diversification across the continents and asset classes, creating an “all weather” portfolio that is designed to perform in all economic conditions.
- Rapid Wealth Compounder Portfolio – This is an “income factory” style portfolio whose sole purpose is to generate high income and compound it so every year I get a pay raise. If you every want to quit your job and build your own income factory, this would be the way to do it passively.
This 4 portfolio setup makes this a complete investment system for me. I can make a strong argument that this setup also makes a complete investment system for you. You can vary the relative sizes of these portfolios to account for your own particular situation and the stage of life.
All these portfolios can be accessed today through my Substack newsletter.
Shailesh Kumar, MBA is the founder of Astute Investor’s Calculus, where he shares high-conviction small-cap value ideas, stock reports, and investing strategies.
His work has been featured in the New York Times and profiled on Wikipedia. He previously ran Value Stock Guide, one of the earliest value investing platforms online.
Subscribe to his Substack to access premium stock reports and strategy insights.
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