Draw inspiration from both top star investors portfolios and from our own carefully constructed example portfolios.
Star investors top holdings.
Updated every three months, they comprise the top positions of some of the best investors in the world.
Do these Star Investors succeed with every investment idea? No, they don’t. But their outstanding overall track record is a fact. Hitching a ride on some of their investment cases is certainly not a bad idea, especially if you can buy the shares at a similar level.
By following this approach you can generally be sure of a couple of things: First, Star Investors or investment gurus as many calls them, always look for downside protection. They do this by picking companies with impeccable business models and very strong competitive positions. Just think of Dan Loeb with Sotheby’s and Nestle or Nelson Peltz with Procter and Gamble.
Secondly, they will have done their homework on the investment case and in the case of activist investing they will work with the best lawyers in order to get done what they believe will create value for shareholders.
Get a starting point for your own portfolio.
Model portfolios are constructed by us based on various approaches to provide a fit for every type of investor. Examples of themes are top scores, multi-asset, growth stocks, high yield ETF and much more.
Once you have identified an example investment portfolio that best fits your goals and approach, there are many ways to maximize its utility for you.
First of all, you can run a back-test to get an idea of how well this investment portfolio example works. The backtest functionality is integrated our Portfolio Builder. Simply enter a start date and hit run.
Many Ziggma clients use our model investment portfolios as a starting point to create their own optimal portfolio. All you have to do is save the portfolio under a new name. Then you can delete and of course add positions until you get the portfolio that works best for you.