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Disclosures
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- I may hold positions in all the tickers mentioned in this document.
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- I am not your financial advisor and bear no fiduciary responsibility. Please do your own due diligence before choosing to invest in any companies mentioned in this list.
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- This document is not a solicitation for you to buy those securities.
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- The author of this document bears no responsbility for the accuracy of anything presented in this document
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- The categorizations of market and verticals are entire mine and may be arbitarily to a neutral reader. Feel free to copy this document and update them on your end.
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- Target allocation is based on the quality of the business. Allocations are based on the fact that all 50 companies are grouped into 4 buckets based on relative business performance. The better the track record and prospects of the company, the higher the bucket it achieves.
My own portfolio differs from this as I am yet to achieve this allocation through buying things that are under-represented. Even when such allocation is achieved, the allocation will vary from time to time, as stocks go up and down.
Unlike an ETF approach, no rebalancing effort is expected to be taken up explicitly.
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- Status column is based on a combination of business prospects and valuation.

If business prospects are poor, they are set to "Dilute" or a wait and see approach. If business improves, might move to other status. This status will only be reviewed once in a year as annual results are issued.
The other two statuses, i.e. "Maintain" and "Accumulate" is based on valuations. If valuations are attractive, I set it to "Accumulate". If valuations have become too costly, it is marked as "Maintain". These two statuses will be reviewed every now and then and I will make my best attempts at updating this sheet.
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- Here is the portfolio
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Concepts
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Business Value Scoreintended to be a score that determines how good is a company at producing growing profits in a reliable manner.
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Valuation (Multiple)
Calculated as a blend of price to earnings (P/E) and price to free cash flow (P/FCF), it is an indication of how costly this company is
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Relative Value
Calculated as (BVS - Valuation), it is a measure of how attractive this business is, compared to the current price. This will change as the stock price changes
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