@vijaykediya
SMILE Portfolio
INROwn quality businesses across all market cap segments. Rebalance quarterly. Never hold more than 20% in one sector.2 subscribers
1M
-0.39%
YTD
+2.93%
1Y
+16.94%
Total
+49.45%
CAGR
+20.05%
A diversified quality growth portfolio across all market cap segments. SMILE — Small, Mid, Information tech, Large, Equal weight.
Performance
Distribution
Stock A+25.0%
Stock B+69.8%
Stock C+28.5%
Stock D-13.6%
GainLossWidth = allocation %
Top Holdings
1Stock A
28.4%
2Stock B
27.6%
3Stock C
22.3%
4Stock D
19.6%
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Not investment advice. Past returns are not indicative of future performance. Lekha is a personal investment journal platform. Full disclaimer