Andy's Angle Investment Portfolio: Revamp

As discussed in our last market insights post, found here, I discussed the fact that market conditions seem to be shifting into a more favorable backdrop for value investing, and as a result, we will be revamping our Andy's Angle Investment Portfolio at full speed, with daily updates to our positions and continued pieces on our investment thesis.

Our portfolio is up 13.1% this year off just two trades, but we expect to ramp this up and aim to hit at least 50% YTD returns before the year is done.

To do this we will be covering our strongest value picks and investing accordingly, while also paying attention to broader market trends.

Our first three value picks have yielded, on average, 14.6% from our initial value stock spotlights, with our best pick topping at over 100% in just under six months.

Our investing portfolio will contain our current holdings as a company, including our allocations into each of our stock picks, bonds and our cash holdings. This portfolio will aim to serve as a model for our readers to navigate turbulent markets.

While this was the original idea with our soft launch of the AAIP in December, many value names on our radar did not yield strong enough setups for us to deem them actionable. Going forward we expect the portfolio to continuously rotate about 2-3 names at a time, with most positions being 3-6 month swings.

We anticipate giving regular updates on our investments in our weekly segments as we see necessary, and encourage readers to continue commenting their thoughts as well as giving us new stocks to do research on.

We see the AAIP as our flagship segment, but also see it as a community effort.

While our screeners and investment research is extensive, with help from our readers, putting more tickers on our radar, we can expand our coverage and produce even stronger returns.