Why I’m Building A Single Stock Portfolio

We’re used to finding an off-the-shelf fund or ETF for almost any type of investment. But what if you want to invest in a way that isn’t available in fund form? For example, in the UK, one of my pet peeves is that we don’t have a passive small cap value fund.

In this video, I’m going to show you how I’m going to construct my own portfolio out of single stocks to achieve a small cap value fund. This is part of my “Fun” portfolio, and it’s an experiment to see whether this will work in practice and whether I can actually beat the market. I will also consider some of the pitfalls in building your own single-stock portfolio and some ways to help you overcome them.

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Timestamps
00:00 Introduction
00:55 Why build your own single stock portfolio?
02:00 Drawbacks
03:27 Stock filter
12:15 Style performance
14:22 Small cap value caveats

Where Else You Can Find Me
🎧Check out our weekly podcast "Many Happy Returns" on your podcast provider of choice https://many-happy-returns.captivate.fm/listen
🌐 Website - https://pensioncraft.com/
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Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Income Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TefjPM8ZotkcoSaDavq3Mvw
📹 Investing With Vanguard playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfMV4S_51E_zmbMio4UNBtM
📹 Portfolio Building Blocks playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TdRdp-hLnL5oxsaRjJZVSyn

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.