The best of stock picking

​Investment Strategy & Objectives: This semi-passive strategy combines institutional quantitative research with disciplined mathematical risk management. The investment universe selects high-conviction equities from leading financial research platforms (such as Seeking Alpha and Wall Street Zen), filtered through a proprietary multi-factor screening process based on fundamental analysis, operational efficiency, and technical momentum. ​Portfolio Structure & Allocation: ​Equities & Weighting: A concentrated, globally diversified portfolio of exactly 20 equities, equally weighted at 5% per holding. ​Core vs. Tactical Allocation: 10 core companies serve as long-term anchor holdings for 12+ months. The remaining 10 tactical positions are dynamically rebalanced or replaced to capture emerging market leadership and high-growth potential. ​Sector & Geographic Focus: Broadly diversified with a strategic overweighting in the Technology sector—historically the highest-performing asset class. Geographically centered in the US, supplemented by key global leaders. ​Historical Backtest Metrics (20+ Years): ​CAGR: >40%:annualized return ​Sharpe Ratio: ~1.5 ​Volatilitiy: ~30% Standard Deviation Max Drawdown: ~50% ​About the Manager & Commitment: Managed by a Mathematics Educator based in Romania with a deep passion for financial analysis, currently pursuing professional qualifications in portfolio management. As a strong believer in skin-in-the-game, I invest my personal capital in this strategy to align my interests directly with fellow investors.