SNOWBALL MODEL PORTFOLIO
As at 20th May 2021
The Snowball Model Portfolio is a hypothetical long-only global equity portfolio with concentrated positions (c.20-30 holdings) and a long-term time horizon. The portfolio aims to outperform the Vanguard Total World Stock Index, over the long term. We also adopt option selling strategies (i.e. selling covered calls and naked puts) to take advantage of volatility and time decay.
The portfolio seeks to invest in businesses with a durable economic moat, attractive unit economics, low capital intensity, significant reinvestment opportunities at a high ROIC, and have meaningful real option value. We prefer owner-operated businesses where key management holds a meaningful stake.
The Snowball Model Portfolio was incepted on 12 Jul 2021 with an initial invested capital of S$1,000,000.
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