Concentrated Growth and Quality

This is intended to be, in principle, a concentrated wikifolio of growth shares. The selection of shares for this concentrated wikifolio will be based on my personal assessment of various factors, including (among others): (1) Business model (2) Corporate governance (3) Growth potential (4) Upward revisions to forecasts This selection should result in a handful of companies which, in my view, are of high quality and demonstrate rapid and accelerating growth. The wikifolio will generally consist of up to around five shares. Should I conclude, based on my research and personal assessment, that there are no or not enough companies that match the profile described above, the entire wikifolio or large parts of it may instead be invested, at my discretion, in cash, index funds (ETFs) and/or gold and silver ETCs. The intended holding period is short to medium term. This means that I expect most holdings to be bought and sold within one to two years.