Opportunistic Growth Family FUnds
An autonomous passive income portfolio consisting of long-term steady high quality growth shares.
Welcome to F.U. Portfolio
This is MooMooCoo family personal growth portfolio which focuses on high growth value companies. This balanced portfolio took several years to save and build. Now the portfolio is autonomous and activities are actioned when expected stocks price are triggered.
This F.U. Portfolio was created in September 2015.
Investment Rules
- Only buy undervalued shares.
- Only buy after in-depth research.
- Quality company in top 5 within own industry.
- Always Quality over High Potential.
- I can sleep at night without worries.
- Happily buy more if shares drops in price.
The purpose of this F.U. portfolio is long term hold to allow the invested company to achieve its potential growth. To reduce the risk level, shares are only purchased at a calculated undervalue at the time of assessment.
The goal of this F.U. portfolio is to beat the S&P500 and other popular manager funds portfolio.
Latest Update 13th July 2018
Benchmark since Inception
(Sept 2015 - June 2018)
F.U.Portfolio Return
Overall Yield 100.29%
CAC 40 Index (France)
Overall Yield 32.07%
S&P 500 Index (US)
Overall Yield 51.61%
Dow Jones Industrials Index (US)
Overall Yield 63.6%
No. of Shares 14
- National Grid
- Reckitt Benckiser
- Royal Dutch Shell
- Apple
- Amazon
- Activision Blizzard
- Berkshire Hathaway B Class
- Disney
- Johnson & Johnson
- Kraft Heinz
- McDonald's Corp
- Take-Two Interactive
[optin-cat id=4110]