Please do not replicate my investment strategy. While the majority of my portfolio is invested conservatively, a portion is allocated to the InnovationX2029 Fund, which focuses on riskier securities aimed at boosting overall returns. This is a new endeavor focused on innovation across robotics, biotech, automation, and AI, fields I see as having huge potential. The intended holding period for this fund is 5 years. My risk tolerance and preferences may differ significantly from the average investor. I do not directly recommend any stocks or assets for purchase; nothing on this page should be taken as a recommendation. It is crucial for you to make investment decisions that best suit your own financial goals and risk preferences.
Inception May 2024
1. Strategy
- Allocation – even parts in all companies
- Passive management, checking performance every 6 months.
- Monthly contributions.
- No re-balancing.
2. Performance
