This has minimum liquidity constraints where each stock must have at least $200,000 of daily turnover to be purchased.
Smaller stocks are preferred to give an additional upside boost from volatility, although the market cap must be at least 50 million. There is some market-timing on the buy side – the market must be in a fundamental or technical short-term uptrend before purchasing new holdings is allowed. An optimum of 10 stocks are held in this portfolio.
- An optimum of 10 stocks
- Gives an additional upside boost from volatility
- Minimum liquidity constrains
From: $208.25 / month