The SuperCap25 is a simple and elegant investment strategy, investing in common stocks.
Not a trading strategy, but a build-wealth-over-your-lifetime strategy.
Simply stated, SuperCap25 is an investment portfolio consisting of the 25 largest U.S. companies...
The idea is to have a stock portfolio of the very best blue-chip companies that are diversified across industry groups...
The SuperCap25 has several advantages. Over the prior 20 years, the SuperCap25 has provided a better return than the S&P 500...
SuperCap25 portfolios can be held for 12 months and then rebalanced and reconstituted. Of the components that have appreciated, enough is sold to return them to a 4% weighting...
The success or failure of the investor is often due to compliance with their investment plan...
Of course, everyone is concerned about a geopolitical risk, a currency collapse, a recession or depression...
