Long Term

Good companies with a great outlook for the distant future that we will buy and hold, we will continue to add to these positions. Companies with dividends will be great to generate passive income.

These positions will require little maintenance, only in worst case scenarios will we exit.

No block ID is set

No block ID is set

Why this investment

Outperform the market

Good companies that will outperform the market on average.

Income

Companies that offer dividends will be great to generate and grow income.

What we invest in

Growth companies

Companies with great future and good financials.

Dividend stocks

Good way to get income while building up good performing positions.

Major companies at a discount

Top companies with good outlook that are at a discount

  • Only major companies
  • Downtrend due to down market or due to trends that they have potential to catch up on

Recent IPO’s

IPO’s with potential, never in the first months of the offering.

Screening

Transfers from swing / position

Most positions will be transferred over from our swing / position strategy.

Random finds

When you come across companies that have promise, both well known brands as well as recent IPO’s.

Bear market

Look for opportunities when the whole market is in a big down trend.

Requirements

Preferred

  • Products
    Companies have something to sell, something that can scale (hardware, food brands, devices, applications, …)
  • Tech Sector
    Technology always tends to grow faster of have new emerging industries within.
  • Mid, Large and Mega-cap
    More stable then small and micro-cap. Exceptions can be made for new emerging industries.
  • Dividends
    Added bonus for stocks that offer dividends.

Unpreferred

  • Service based
    Companies that are purely service based have to scale up workforce in order to grow, will be slow and tough to manage.
  • Biotech & Pharma
    Research and clinical trials for products are risky to invest in.

Reporting

DCF Valuation

See if company is healthy and has potential to grow.

Past Performance

Check the past behavior, check anomalies and the cause of them.

Competitors

How does the company compare to its peers / competition. Potential to become a leader.

Future Outlook

Based on reports what’s the outlook.

Update reports regularly

Once every few month we update these reports and check if the company is still in good shape.

Trading Guidelines

DCA / Add to position

You could just buy and hold, DCA at frequent intervals or just add to the position at random times.

Stop-loss / Exit

A very wide or no stop-loss. Only when the outlook for the company is looking very bad can we think of exiting.

No Leverage

We will be holding these positions through good and sometimes possible bad and slow times. Leverage is not recommended.