The SCRai Weekly Update #1
Performance update, announcements, and upcoming write-ups.
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The reality of concentrated investing is simple: you find far more exceptional opportunities than any single portfolio can hold.
The Schwar Capital Research Asymmetry Index (SCRai) captures these opportunities.
Each one reflects what I view as an asymmetric setup - though not necessarily suitable for my current portfolio at this moment.
Performance:
The SCRai portfolio declined 2.59% last week versus the S&P 500’s 0.76% drop.
Updates:
Expect two new positions to be added to the index next Monday.
Coming this Week:
Wednesday: Breaking down the US financial services company that jumped 11.25% last week. 90% retention, 40 years of niche expertise, $19B opportunity with only 5.5% penetration so far.
Friday: Examining two quality Canadian compounders down 30%+ from their highs. Both have fallen alongside the broader selloff - but are the declines justified? We’ll evaluate whether these drops present compelling asymmetric setups.
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