ValueSceneLatest updates What this portfolio is
ValueScene tracks a model portfolio focused on shipping companies, starting with $100,000 in January 2023. It is a speculative strategy and does not represent the author's personal account.
METHODOLOGY
Portfolio methodology.
A brief guide to the portfolio and its performance record.
Positions and rebalancing
The portfolio is rebalanced monthly, with equal weights unless a different weighting is stated. When no change is announced, the previous selection stays in place and monthly rebalancing continues.
Performance
Returns are measured in US dollars, include dividends and account for stock splits, before transaction costs and taxes. Monthly returns are compounded. Historical results are retained rather than recalculated from today's prices.
Archive
Posts link to Internet Archive copies where available.