Takes a macro view of economic change, that he periodically reviews, buying ETFs as a diversified and cheap mechanism to take advantage. His current view is that with governments printing money interest rates will rise, and that with the continued underlying growth of the middle classes in industrialized nations that the price of basic commodities will also rise. Long term ETF only buy and hold... [more +]

Takes a macro view of economic change, that he periodically reviews, buying ETFs as a diversified and cheap mechanism to take advantage. His current view is that with governments printing money interest rates will rise, and that with the continued underlying growth of the middle classes in industrialized nations that the price of basic commodities will also rise. Long term ETF only buy and hold model looking to take advantage of economic trends.
[less -]

Takes a conservative long term approach to public market investing as well as the belief that you must either fully research and analyze stock purchases, or not invest in individual equities alone.  His CVIM portfolio is primarily a global asset allocation approach using ETFs to exploit macro trends in global economies, aiming to have no more than 50% linked to the US market.  The time horizon is... [more +]

Takes a conservative long term approach to public market investing as well as the belief that you must either fully research and analyze stock purchases, or not invest in individual equities alone.  His CVIM portfolio is primarily a global asset allocation approach using ETFs to exploit macro trends in global economies, aiming to have no more than 50% linked to the US market.  The time horizon is medium term (2-3 years) and the funds used by Rikki are not required for the next 5 years. [less -]

Rikki takes a world view and a macro approach to invest in ETFs, rather than individual stocks.  He relies on market and economic research and news from public sources to formulate his opinions. Rikki regularly re-allocates sectors and currencies based on medium term macro trends.

Aiming
 for
 10‐20
 positions
 in
 individual
 stocks
 and
 ETFs.
 
 80%
 invested
 at
 all
 times
, approximately 50% exposure international.  Rikki reviews sector results on a regular basis, reviews the asset allocation and macro thesis of the entire portfolio every 3 months and re-balances accordingly if necessary.  Prefers ETFs that do not generate a K1 tax form (no commodity or ultra-commodity... [more +]

Aiming
 for
 10‐20
 positions
 in
 individual
 stocks
 and
 ETFs.
 
 80%
 invested
 at
 all
 times
, approximately 50% exposure international.  Rikki reviews sector results on a regular basis, reviews the asset allocation and macro thesis of the entire portfolio every 3 months and re-balances accordingly if necessary.  Prefers ETFs that do not generate a K1 tax form (no commodity or ultra-commodity ETFs), have a low expense ratio and good liquidity. [less -]

Trailing 
stops 
on 
positions 
and 
reviewing 
all 
holdings 
quarterly. 


Aiming 
for 
30%
 accretion 
on
 gaining 
positions 
and uses stop loss orders as a tool to limit losses.

He may choose to use a large cap equity or ADR to capture an economic trend where an appropriate ETF is not available.