The Spark Portfolio

Portfolio Return Year-to-date: -2.5% vs S&P500: 7.2%

Cumulative Return since inception (20/09/2021): 0.4% vs S&P500: -6.1%

Last updated 22/04/2023

Peter has created a portfolio to track each security he discusses in his Newsletter. It has a starting balance of £10,000 and will be updated weekly. This will be a way for readers to track his performance. This should also convey his conviction on each recommendation, and hopefully, show readers how to construct a portfolio with astute risk management. You will also be able to learn from both his successes and mistakes. This column is for educational purposes only and should not be taken as investment advice.

The rules for the portfolio are as follows:

  • Multi-Asset portfolio

  • 10-30 holdings

  • No more than 10% of capital invested in a single security

  • Market Capitalisation or NAV over 1bn (Quoted Currency)

  • US, Canadian, EU, and UK-listed securities only

  • Holding time of months to several years

  • 1% transaction fee per year subtracted from performance

Disclaimer

This communication is for informational and educational purposes only and should not be taken nor used as investment advice, as a personal recommendation, or solicitation to buy or sell any financial instrument. This material has been prepared without considering any particular recipient’s investment objectives or financial situation and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or structured product are not, and should not be taken as, a reliable indicator of future performance. I assume no liability as to the accuracy or completeness of the content of this publication. This portfolio is for educational purposes only and is not investment advice. I am not a financial professional/advisor and you should do your own research before making any investment decision.