Our Current Investment Ideas

Last updated: July 23rd, 2010

What do the "%"s mean?

• It gives you a sense on which ideas we put more focus than others.
  We would invest 2x the money in a 10% idea than in a 5% idea.
• Sometimes, we spread one idea over several individual bets.
  If the weight of the idea would be for example 20% into gold mining  and we would spread the risk over 4 gold mining companies, then each of them would show a 5% weight.
• We always make sure that at any poínt in time, we do not invest more than 100% in each portfolio.

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