Approach
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This portfolio employs a dual-focused approach rooted in the belief of long-term human progress. It seeks a balance between steady, compounded growth and high-potential, exponential opportunities across diverse sectors. The strategy prioritizes risk management, aiming for consistent out performance over market benchmarks by limiting exposure to extreme market cycles.
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The portfolio is divided into two primary investment areas: sustainable growth and high growth. A balanced approach will be employed to allocate capital across these segments.​ The first area is focused on developed and emerging markets, predicated on the long-term trajectory of human economic and social development. ​The second focus is on emerging technologies with strong user adoption and utilization potential. It aims to identify technologies in the growth phase and assess their potential for widespread future applications through the innovation cycle.
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Three Pillars for Long-Term Growth

Successful buy-and-hold investing hinges on selecting companies with strong leadership, a clear vision, and effective execution. These fundamental pillars underpin long-term growth potential. 
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However, it’s crucial to monitor company performance over time. If these core elements weaken significantly, a reconsideration is required in reducing positions or exiting the investment altogether.
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Strategy
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Buy & Hold
A buy-and-hold strategy is a passive investment approach where one purchases securities, typically stocks or funds, with the intention of holding them for an extended period, regardless of short-term market fluctuations. 

This strategy takes a different approach when it comes to a rapidly growing sector. While some companies will undoubtedly become leaders over time, identifying the single winner during the initial growth phase is incredibly difficult. To address this challenge, we consider investing in a sector fund. This approach spreads the investment across multiple players within the sector, rather than picking a single company. This diversification helps hedge against the risk of missing out on the overall sector’s growth should we pick the wrong company.
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​Dollar Cost Averaging (DCA)
Dollar-cost averaging is an investment strategy where you invest a fixed amount of money in a particular investment on a regular schedule, regardless of the share price. This method helps to reduce the impact of market volatility by buying more shares when prices are low and fewer shares when prices are high. Over time, this method lowers the average cost per share.

This is in direct contrast to lump sum investing. While lump sum investing can yield potentially higher returns in a bull market, it carries higher risk during short-term volatility. It also requires confidence in timing the market and can bring about emotional decision making.
 
Dollar-cost averaging is an effective strategy for achieving steady long-term growth while mitigating market risk. It is particularly suitable for sector funds, as it helps to smooth out price fluctuations. 


Overarching Principles
Recognizing that we lack privileged market information as average individuals, our investment strategy should differ from active trading. We focus on long-term trends and employ volatility-dampening techniques. Dollar-cost averaging has consistently proven its worth in this regard. The primary challenge for us is to resist the urge to speculate and try to time the market.

When facing bear markets, we advocate for reducing, not eliminating, portfolio holdings. A valuable strategy then would be to employ instruments to hedge the remaining positions, providing a buffer against near-term volatility, regardless of market direction. Conversely, bull markets warrant a "let it ride" approach. Attempting to time the market based on readily available news is a risky endeavor. Market efficiency means such information is usually priced in by the time it reaches us, leading to unfavorable risk-reward scenarios. Echoing Howard Marks (Founder of Oaktree Capital Management), we should aim for asymmetric bets where potential profits are significantly higher than the total possible loss, avoiding situations where the potential gain is marginal compared to the risk.