Adding to One of Our Smaller Positions
Executing a new monthly purchase and taking allocation from 3.3% to 5.5%
It has been a month since we made a new purchase/added to one of our existing portfolio holdings.
Tomorrow afternoon, we’ll be adding to one of our smaller positions that’s now 3.3% of the portfolio. Ideally, we want to work towards a minimum 5% starting position, whenever the IRR allows it (i.e. looking to put capital to work at good returns and staying the course on our long-term objectives).
Full transparency about our portfolio strategy and a clear focus on our core investable universe: that’s what members can expect.
So let’s take a closer look at our planned purchase.