Stock Market Research Platform

NOW IS THE TIME TO BE A VALUE INVESTOR!

It is my belief that a risk first approach, should be the most valuable thing in the next one or two decades because when Buffett goes to $325 billion in cash and Druckenmiller is short the 10 year Treasury, it might be time to think about value = focus on risk first, and let earnings and value, be the driver of returns. At some point, stocks stop going up just for the sake of going up, and after a 42 year bull market, the most likely outcome for the market is for negative real returns going forward - this is when value investing provides its real value.

My research/investing platform is very simple:

• There are my research investment theses and investing portfolios that summarise the core of what I do investing-wise = VALUE INVESTING.
• The investment theses and individual stock research reports focus on explaining the risk and reward so that you can see how that fits your investing situation and goals.
• The goal of my work is to make investing more approachable compared to the ivory tower that is Wall Street, so that you can make better informed financial decisions. By focusing on the risk side of things, I try to share what Wall Street doesn't because their incentive is to be bullish. Value investing is about finding investment opportunities that have low or lower risks for good returns.
• The core of my educational content is to explain how to better understand the investing process while the goal for the research reports is to best explain the investing risk and reward.
• We are all different and have different risk tolerance levels and different investment goals, thus I can’t tell you what is a buy or not, I can just do my best to give my opinion so that you can see how it fits you at a certain moment in time. Anyway, there is a what to buy list explaining the risk and reward, but I always want to emphasize that when investing, there is always risk and reward. We just try to find the best risk versus reward opportunities out there.
• By focusing on risk first, one allows for long-term compounding which is the core of achieving wealth through investing. Only a value investing strategy offers such a benefit in one's investment life cycle.
• To give better context to the above, I also show what I do with my money through the three portfolios that I manage where I send an email whenever I do something.

My Money & Portfolio

As an analyst I am required to disclose my ownership position in relation to the analysis so I disclose all that I do on this research platform. This is not intended to be any kind of financial advice or portfolio management service, it is just there to provide maybe more context to the educational part, research and at the end, like everything else, it is just my opinion. In that light, I manage the Research Platform Model Portfolio , the Research Platform Diversified Portfolioand the Sven Carlin Money Portfolio. I send an email whenever I make a transaction.

Model Portfolio

Launched in 2018 when the Research Platform was first launched. The strategy is to look for businesses to own globally and tending to be mostly fully invested except when I sense that it is wise to have a bit more of cash to take advantage of possible opportunities in the future. There is a small monthly addition made and that is usually invested each month as a process building of building portfolio positions over time. It is an interesting exercise in saving, investing, buying through thick and especially thin, long-term attitude and a global investment strategy. I consider this an educational experiment too. The performance from May 2018 till now (November 2024) is 12% per year and is in line with the strategy of buying and owning businesses globally that offer double digit returns from an earnings and growth perspective. Despite the relatively good performance over the last 6.5 years, I think the portfolio never looked better than now...

My goal with the Model Portfolio is to compound the small monthly amounts into something very significant and show how investing in a slow and steady way works. When launched in 2018, the goal was to compound at 12.5% or at a higher rate. The model portfolio is 5,000 with 250 of monthly additions, that can turn into 170,691.27 with 8.5% per year, 281,807.72 with 12.5% per year and in case I do 16.5%, to 473,479.46. I will strive for the best, but all scenarios are good compared to the 65,000 investment over 20 years - that is the power of compounding.

For now, I am on the 12% line and I'll do my best to keep compounding on that line, if not better!!!

The performance is in line with the S&P 500 and I don't expect to beat the market when the market does great, 12% per year over 6 years is a great period for the market. The difference is in the risk side. The current model portfolio has a PE ratio of around 10, the S&P 500 has a PE ratio of 30 (source: Multpl). Thus, the businesses in the model portfolio make 3 times more than the S&P 500 businesses for the price I am paying now for them. Over the long-term, I think fundamentals drive the risk and reward of an investment portfolio, and therefore I think that whatever the market does in the future, we will do our thing because of the fundamental structure of the portfolios.

Sven Carlin Money

From January 2023 I have been able to invest extra in order to reach my financial goals and build my financial freedom and independence vehicle. I disclose everything I do, but I wish this to be independent and personal, and thus there is no pre-set investment strategy. When I do something, I'll disclose it and also explain the why, from my personal situation. I've been investing for more than 20 years and did really well for myself. I managed my money on the platform in the form of a Lump Sum portfolio from Jan 2019 to August 2022 and the performance was in line with the strategy and model portfolio, around 17% yearly for the period. I've closed the Lump Sum portfolio to make my own investing more in line with my personal situation and restarted in January 2023.

I'll do my best to continue in line with the above where the core of what I am doing is to buy businesses that offer returns I am happy with no matter what the market does next. It is a form of value investing, where I am happy with the value I get for the price I pay at that moment. Then if the price goes lower, I am even happier as I can buy more, be it by reinvesting dividends, selling something where the price went higher than what I think the intrinsic value is for me, or just form the monthly additions. By showing what I do I also hope to add context to something that is perhaps even more important than what stock to buy, i.e. portfolio strategy, position sizing and position dynamics over time. Investing is a process of managing the bad and the good with the goal of making the good larger than the bad. Over the last 20 years I managed to do that well, I do my best to continue doing that.

Diversified Research Platform Portfolio

Given the high demand from research platform members, I have recently launched the diversified portfolio where the goal is to have up to 20 positions. We are currently at 15 positions where those are distributed into 3 categories: 1% of portfolio for a watch position, 3% for a fairly priced but possibly still risky (stock price can decline further in which case we bring it to a full position), and 5 to 6% full portfolio position for the cheap good value investments out there.

Notifications

Simple, whenever I make an update on research or portfolio transaction, I send an email.

Don't get scared by the curriculum below, it is almost 6 years of work, there is no need to read beyond the first topic or just start following and over time you will get a handle on the businesses that fit you best or the portfolios you get the most value from.

FOR WHOM IS THIS?

My Stock Market Research Platform is:

- For those looking for investing over the long-term through owing good businesses bought at a fair price.

- For those looking into portfolio management insights, to better understand position sizing and building over time.

- For those wanting to learn about long-term value investing in a practical way.

- For those wanting to get to the core of my investment ideas fast, and also understand the long-term investing process through two emails a month that succinctly explain only what you need to know.

- For those that don't have the time but want to know what they own and invest in - the reading time to read what I do is approximately 10 to 30 minutes every two weeks.