Marylin

The basic idea is to build an opportunistic wikifolio that expresses strong conviction in promising stocks. To facilitate the construction of the wikifolio, the plan is to primarily use advanced AI stock analysis tools that support focused and data-driven investment decisions. The selection of assets and the weighting of the wikifolio will be based primarily on qualitative and quantitative business information as well as relevant market information. This could include proprietary stock valuations, which may fall into traditional and non-traditional categories such as quality, growth, valuation, risk or competitive advantages. The asset valuation methodology can be flexibly adjusted at my discretion and will be continuously adjusted over time. A carefully calibrated trading cost algorithm is generally used to improve trading costs (spread) and rebalance the wikifolio. However, I can fine-tune the weightings and adjust the final trading decision at any time if I deem it necessary. All trades are executed manually, the KI is used for analyses only. Investment universe and approach: - Global equities: Around 300 equities and ETFs worldwide are to be pre-filtered. The specific components may be updated over time. High cash holdings should generally be avoided. - Preferred targets: In my opinion, the plan is to identify great, undervalued growth companies. However, other asset profiles may also be opportunistically included in the wikifolio. - Monthly updates: Valuations are to be updated monthly, and rebalancing generally takes place at least once per quarter. Thus, the investment horizon can be considered predominantly short-term, even if some positions may remain in the wikifolio for longer. - Focused approach: The investment style generally aims for a focused, high-conviction equity strategy rather than broad diversification, typically with around 5 to 20 larger positions. Under certain market conditions, a more diversified approach may be pursued.