Introducing: The CedarOwl Portfolio
Our income-focused portfolio of great businesses from around the world, targeting portfolio outperformance, getting income, minimizing geo-political risks and helping society and the environment
We’re an economics and finance publication with a penchant for environmentalism featuring new releases every single week.
As we evolve as a publication, it’s our goal to ensure we’re providing the utmost value to our readers beyond the typical for each tier. CedarOwl Portfolio is our actively managed portfolio of equities emphasizing the below:
Generating Portfolio Financial Outperformance
Income Generation
Minimizing Geo-Political Risks per our Geo-Political Risk Table
Helping Society and the Environment
Access to the CedarOwl Portfolio is linked at the bottom of this article, below the paywall.
*Updated on an ongoing basis
If you’re new here, we invite you to get to know us and what we offer every month.
The CedarOwl Portfolio is actively managed. We keep a close eye on these equities, managing their % weighting in the portfolio. If one of the equities’ business goes against our qualification criteria for whatever reason, we will either adjust weighing or switch out the equity to uphold our criteria within the portfolio.
We considered reserving this service for our founding and premium members, but this service will be available to our all-in-one paid subscription service. Paid members can access the CedarOwl Portfolio to see which businesses are included at their given percentage weighting, with details on the equity.
We look forward to meeting our cohort of Founding Members for the CedarOwl Zoom Room tomorrow, Friday June 14th, 2024 at 2 pm ET.
Our Investment Strategy and Approach
Our investment strategy for targeting outperformance puts emphasis on analyzing seven (7) quantitative factors that are based on the principles of the Austrian School of Economics. Each of these seven factors have associated studies indicating a correlation of equity outperformance - therefore we look to qualifying equities of great businesses that can meet as many of these seven factors as possible, thus providing an additive probabilistic edge toward overall portfolio outperformance.
We will be posting articles - Focus Series on Portfolio Outperformance Targeting - which focus on each of these in the future. Each of these quantitative factors have studies indicating equity outperformance. We see this as a probability edge toward overall portfolio outperformance.
Finally, welcome to the CedarOwl Portfolio .. let’s view the portfolio ..