Welcome :D
This is a project created to see whether I can help my family save for retirement! I've combined money I've made from working over the summer as in intern and money from my family to start this fund consisting of publicly traded equities.
Investment Strategy
For now, my investment strategy is to focus on long term US public equity investments in the micro-mid cap range. This consists of companies whose market capitalization is between ($50 million - $20 billion). But this constraint is subject to change depending on the valuations of larger companies!
My belief is that companies with lower market caps have the largest opprotunity for growth to be the so called "10-Baggers" coined by Peter Lynch.
Portfolio Breakdown
As of January 2, 2024, All the funds are currently sitting in the brokerage account collecting interest