AIC Premium Newsletter Issue #2, 12-31-2024
2024 Portfolio Recap and Strategy Update
Dear Premium and Founder’s Club Members,
Happy New Year!
2024 has come to an end and it marks the close of the 2nd quarter of our flagship Premium portfolio. As you know, I started this portfolio with the launch of Astute Investor’s Calculus in the middle of 2024. It is not yet 1 year of the portfolio and we have been in the process of building the portfolio by careful selection of primarily small-cap value stocks. We have now fully deployed our capital and with 8 holdings spanning a diverse set of sectors and industries, I believe that we are now ready for the next more profitable stage of a value investor’s main role in making a good success out of it - sitting on our hands and letting the market do its job!
And then, as each of our investments mature one by one, we take profits and reinvest in new ideas, and keep the compounding going.
New members, please make sure you read the FAQ completely. I answer many of the questions you may have. Please make sure that you scroll down and read the section about issues specific to small cap value stocks and how to handle them.