Stock Market Research Platform
In depth risk and reward analysis on various investment theses, from sectors to individual businesses with a clear explanation that should help you in your investment decision making process! Plus, my two portfolios!
FROM HAVING EXTRA MONEY TO REACHING A DESIRED INVESTING OUTCOME, THERE IS A LOT OF WORK TO BE DONE, OR PERHAPS BETTER TO SAY, A LOT OF EXPERIENCE TO BE HAD...
My goal with this research/investing platform is to help with the complexity of one's investing process. I am not going to say 'investing made easy' because I don't really believe in that, but I am going to say: 'making the process of investing easier for you'.
The process of investing starts with having extra money, then with researching and following investing opportunities, understanding the risk and reward of those and figuring out how that risk and reward fits you personally.
By sharing my research, my portfolios, my transactions, explaining what to expect if buying the covered stocks at a moment in time, discussing why I do or don't do something, I hope to give valuable inputs to your investment process over time.
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.
- 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.
- 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.
- To give better context to the above, I also show what I do with my money through the two portfolios that I manage where I send an email whenever I do something.
My Money & Portfolios
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 and the Sven Carlin Money Portfolio plus a demo diversified portfolio that I use to follow price movements but will also do well from an investing perspective long-term. I send an email whenever I make a transaction.
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 (December 2022) is 16.6% 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 4 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. Fortunately things are going a bit better and I hope that will continue, but anyway: 5,000 with 250 of monthly additions 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 16.5% line and I'll do my best to keep compounding on that line!!!
Sven Carlin Money
From January 2023 I have decided to invest 50% of the revenues I make from this Stock Market Research Platform and create a vehicle so I can 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.
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 5 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.
StartSTOCKS TO BUY LIST... Sizing, Timing, Thinking, Randoms On Positions - Updated 5 April 2023
Start50% Per Year Investing Strategy - Updated 2 May 2023
PreviewHow To Use The Platform, How It Works - Quick Overview
StartSVEN CARLIN INVESTING - OPPORTUNISTIC VALUE INVESTING - Updated 22 May 2023
StartMODEL PORTFOLIO RESEARCH PLATFORM with MONTHLY ADDITIONS - Updated 22 May 2023
StartDIVERSIFIED DEMO PORTFOLIO FOR IDEAS, STRATEGY, FUN, EDUCATION, COVERAGE - Updated 28 March 2023
StartDetailed Copper Investment Thesis And Value Investment Strategic Approach To The Sector - October 2022
StartAhold Delhaize - 27 January 2023
StartAlibaba Investment Thesis - Risk & Reward - Updated on Split 24 May 2023
StartAmsterdam Commodities AMS: ACOMO Updated 7 March 2023
PreviewBerkshire Hathaway - What Matters - Updated 1 March 2023
StartBHP Billiton (NYSE: BHP) - Updated 9 January 2023
StartCembre BIT: CMB Analysis 10 Mar 2023
StartChina Mobile HK: 0941 - 2 March 2023
StartFlow Traders - Updated 22 April 2023
PreviewIntel Stock Analysis - 27 January 2023
StartLiberty Global - Analysis 25 February 2023 (update 22 May 2023)
StartNine Dragons Paper - HKG: 2689
StartTitlis - Bergbahnen Engelberg-Trübsee-Titlis AG (SWX: TIBN) Updated 22 Feb 2023
StartWilmar International SGX:F34 - Updated with Adani Wilmar on 7 Feb 2023
StartIssues Investors Have - Possible Solutions - Updated 23 January 2023
StartOn the Market's Risk and Reward - Updated 16 May 2023
StartEmails Sent History - Updated 22 May 2023
StartEXCEL FILE With Covered Stocks List and Best Risk & Reward Investing Ideas (updated Jan 2023) + How To Use The Platform (don't use yahoo)
PreviewBEFORE INVESTING KNOW THIS: STOCKS WILL CRASH 70% AND 7.6 OUT OF 10 WILL DO BADLY
StartMarket Overview - Current And Other Topics - Updated 3 June 2022
StartAlibaba (NYSE: BABA,HK: 9988) - Updated 24 October 2022
StartAmsterdam Commodities (AMS: ACOMO) Updated 8 August 2022
StartASOS Plc - LON: ASC - Update 28 March 2023 - X
PreviewBerkshire Hathaway (NYSE: BRK.A, BRK.B) Updated 8 August 2022
StartBHP Billiton (NYSE: BHP) - Analysis 12 September 2022
StartChina Mobile (HKG:0941 - listed in Frankfurt too) - 10 July 2022
PreviewCisco (NASDAQ: CSCO) Updated 28 March 2023 - X
StartFEMSA (NYSE: FMX, NYSE: KOF) = Fomento Economico Mexicano - Update 28 March 2023 X
StartFlow Traders (AMS: FLOW) Updated 8 November 2022
StartFresh Del Monte Produce (NYSE: FDP) - Updated 28 March 2023 X
StartForFarmers NV (AMS: FFARM) 28 March 2023
PreviewIntel (NYSE: INTC) Updated 08 November 2022
StartJDE Peets (AMS: JDEP) Coffee Updated 1 28 March 2023 X
StartKyndryl Holdings (NYSE: KD) Updated 13 Feb 2023 X
StartLiberty Global (NASDAQ: LBTYK) Updated 8 November 2022
StartLundin Mining - TSX: LUN |OTC: LUNMF - Global Copper Miner with Low Debt Good Assets- Update 13 July 2022
StartMan Wah (HK:1999) Updated 28 March 2023
StartNagacorp Cambodia (HKG: 3918) 25 October 2022
StartProsus (AMS: PRX) (Tencent) - 28 March 2023 X
StartRio Tinto (NYSE: RIO) Iron Ore, Aluminum, Copper Watch - Updated 12 September 2022
StartTelenet Belgium EBR: TNET - 9 September 2022 (Taken Over In March 2023 - 57% Gain From Coverage Initiation)
StartTencent (OTC:TCHEHY - HKG:0700) updated 28 March 2023 X
StartTitlis - Bergbahnen Engelberg-Trübsee-Titlis AG (SWX: TIBN) Updated 10 August 2022
StartSCATEC SOLAR - Oslo:SSO - updated 01 Dec 2022 - Discontinued!
StartSleep Number (NASDAQ: SNBR) Analysis 7 April 2022 Updated Q1 21 April 2022
StartSketchers (NYSE: SKX) Updated 28 March 2023 - X
StartCopper Sector Overview + Sandfire Resources (ASX: SFR) + Atalaya Mining (LON, TSX: ATYM) July 2022
StartMODEL PORTFOLIO Disclosure - Updated 25 October 2022 (CORE PLATFORM PORTFOLIO)
StartResearch Platform Portfolio Structures - Sven Carlin Money 12 August 2022
StartResearch Platform Covered Stocks Portfolio - 4 November 2022
StartEmails Sent History - Updated 13 November 2022
StartChina Risk And Reward Investment Analysis 26 October 2022
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.
The price of the yearly subscription is $499 (local taxes like VAT or state sales tax are included). It is a yearly recurring subscription where you can cancel renewals anytime. Of course, as the content and research compound, I'll be increasing the yearly price but once you join, your yearly price is fixed forever.
21-DAY MONEY BACK GUARANTEE
Investment decisions are not easy to make so feel free to check things out, see whether this could fit your investing style and fill some of the needs you might have for investment opportunities over time. I don't think this is for everyone, so if not for you, simply contact me and ask for a refund within 21 days. [email protected]
Get started now!
For questions, please contact me here: [email protected]
Disclaimer: the information herein is not financial advice. All the information provided here is for education and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The information contained in or provided from or through this website is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The information on this website and provided from or through this website is general in nature and is not specific to you the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented on this website without undertaking independent due diligence and consultation with a professional broker or financial advisory.
"How I get value from the platform:
- Subscriber for more than 3 years with very positive returns"
"I really feel lucky to have found Sven and his research platform. The best thing he provided to me is time, the most valuable thing in life. Having him do the research and analysis gives me more time to focus on other things in my life, like developing a business and creating a bigger income that I can use each month to invest, and that will help me to reach my financial freedom one day. I really trust Sven, you can see he's different from others you find online. My only regret is that I started too carefully about my positioning in my portfolio, so I missed big opportunities, but after 2 years of investing with Sven I understand everything better and I feel more confident. Now I know that having Sven doing the "dirty job", I can sleep well and don't worry about my investments. "
"Being a member of Sven research platform helped me understand investment strategies with a perspective that I didnt have before, distracted by all the noise that media, financial advisors with beef in the game (fees) and mainstream way of thinking fed me every week. One of my best added value was stopping linear thinking and thanks also to Sven I did 5% more than what my (now former) financial advisor suggested me on a multiple year span. I trust him also because his return is not bound to what I do (he has no interest if I buy or not the stocks he analyzes) unlike other people who get returns on fund fees, investment fees or managed capital fees according to how I follow their suggestions!"
"I have recently purchased the platform around a month ago and I can say I am incredibly impressed by the quality of the reporting and research. The reports give a clear vision and thesis that is easy to understand on where the businesses are going and the risk/reward of any potential investment. The new way it is set up provides value on many different levels as no matter what kind of investor you are there is something for you. As for education the platform has 100s of past reports on many different businesses and sectors that provide value. At £500 per year it is very cheap as for me personally it only has to increase my returns a lot less than half a % per year and I have no doubt it will do that probably a high multiple of that. However you do have to see if it’s worth the £500 for you as it’s all about how much capital you have to invest. I though am very happy and will continue to learn from Sven for the long term."
"Sven brings value by explaining how stock /equity investing works and the discipline needed to reach your investing goals. Once you understand the process in buying undervalued companies with a long term goal, you really have no fear in investing.
"Sven Carlin's research platform is unique in many ways. He is fully transparent, he is doing very systematic work and he is consistent. He also makes mistakes, but he is not affraid to admit them. He will send you somewhere else, if you are looking for something different and that is the ultimate proof, that this is not just another wanna-be influencer."
"In the last 10 years I have read pretty everything on web sites, papers, stock brokers issue, newsletter, company presentations and investor letters and you know what I discover(of course after 10 years not before):99% of info is full of shit, interest, and bias.
On Sven platform I can read a transparent point view that help me better to split the bad from the good and choose better investments; if the input is better the output is better and so my returns"
"If you are not a full-time professional investor or analyst, 80% of your work is figuring out who to seek for advice and have as a mentor. Sven has not only provided great research and investment opportunities, but taught me how to think about risk and reward and develop my own investing journey. Stock picks are worth nothing if you don't have a sound process that works for YOU and lets you sleep well at night. Thanks to Sven, I sleep like a baby!"
"Only Less than 2 years in the Research Platform. Got a lot of Knowledge and save me a lot of research time. I'm sure that it will help to my personal portfolio in the long term"
"I have been investing in businesses quoted on the Stock Market for almost 8 years. My process of thinking has improved a lot since I joined Sven Carlin research platform almost 3 years ago. Sven studies the least discovered businesses out there, giving throughout analyses, well balanced with the pros and cons of investing in it. Sven does not stick to the largest companies out there or a single country, knowing that a great business can be anywhere in the world and of any size. More importantly, Sven does not adhere to the Wall Street mantra of chasing risk and collapse on Financial Bubbles at the cost of clients. His analyses had produced immense material for us to make better decisions on the Stock Market.
I have a business in Portugal where I teach people how to invest and better manage their money, and Sven has been helping a lot in this regard. His knowledge had produced great returns for us all, about 13%/year annualized. By far, much better than most Wall Street analysts and bankers that only want clients commissions. Sven goes much further than this, highlighting the risks of investing on X or Y, and generating adequate returns for the measurable risk. I am a proud investor within Sven' community, and I will stick to his process and thinking for many years to come. Together, we grow better. Thank you for all you have produced, Sven."
Frederico Santarém - CEO of Investimentos Lucrativos Portugal
"After soon 3 years at the platform I'm very happy with the results, both from my portfolio perspective and from how much I've learned. Sven does through research that is easy to digest with a lot of value. Highly recommended!"
"I am a subscriber since the very beginning and never regret that.
- Wannes VA.
"I, André M., have been a subscriber now for several years.
"I’m 26 and after a master degree in Quantitative Finance I work as a financial analyst in an Italian Pension Fund. I know Sven's opinion about pension funds and I share it, especially Italian ones. However somebody has to try to change things and moreover I do not think that I’ll stay where I am for a long period.
"Sono un abbonato alla piattaforma da 3 anni. Sono molto soddisfatto perché è un ottimo servizio per imparare a investire. Sven fa una ricerca approfondita su molte aziende. Non è da utilizzare come una piattaforma per copiare ciò che fa lui ma per studiare le sue ricerche e investire in ciò che si adatta al proprio modo di operare. Continuerò ad essere un abbonato perché mi aiuta a crescere dal punto di vista finanziario e ovviamente a guadagnare sui mercati."
"my investing has improved greatly from Sven's research platform. The hours saved are many vs the cost. The value add of Sven and his research outweigh the cost to subscribe. I trend to use the research platform as idea generation attached with valuable filtering and initial research for my investing process"
- Menna G.
I’m a member of the research platform since 2019 if I am not mistaken. Since then, I learned and keep learning a lot from you.
The benefits from the platform, personally for me, are huge. Since I started I have approximately 70% return and currently all my savings are invested. My plan for the future is to keep investing everything I save. I am freelancer based in UK, I don’t have a pension, everything I save goes in to ISA. In short , I use the research platform as a guidance for my retirement J.
"I am a very busy person with a 9-5 job that takes a lot of my energy. I love finance but I do not have the time to do research and most of all compare opportunities. After following Sven for years on YT I decided it was the service I was looking for. Transparent, everything he said he was going to do he actually did, honest from the very beginning and also very engaged with the community. We exchanged a few emails even before I subscribed to Sven's services and I really felt his passion. I would recommend his service to anyone who cannot spend the time researching, anyone who loves the DYI approach to investing and also anyone who is curious to know how an actual market research is executed. Sven takes away the pain of the research, shows us where his focus is and makes sure we understand the risk and rewards making sure the last investment decision is on us. For those looking to make money, this is not a get money quick scheme, it is not a buy what I buy platform, it is a research (as advertised) tool with a massive personal development kick as well"
"The platform helped in two ways: first, it showed how a professional analysis of a sector is made and of the individual investment opportunities therein. Secondly, it saved me a lot of money by teaching me to focus on the most important thing when it comes to investing: what can go wrong? As Buffett says: Don't Lose Money!!
"This research platform and Sven are giving me the coolness not to react on the market noise, but instead investing with a long term view into good businesses.
"The research platform provides me with valuable insights and perspectives that help me become a better value investor. Sven's analysis helps me gain a deeper understanding of the fundamentals and valuations of different companies, as well as the overall market trends. I use this information to make investments based on my own goals and risk tolerance."