I thought I would take a few moments to just give a sneak peek into my Value Portfolio with the respective weightings of the top 15 holdings. Some readers will immediately recognize those names from my posts here on my blog or on CBF/FWF. Other names will need to be looked up because they’re relatively unknown to most mainstream investors or not followed widely by analysts.
The portfolio has returned just over 30.5% YTD; but it is important to put some of those gains into context:
– UWH.UN was 4.5% of the portfolio when it was bought out earlier this year by private equity and I collected a gain of 77% on my original purchase.
– The group of transports (DAC, DRYS, ISH, OCNF, OSG & WNC) have fuelled a large portion of the portfolio over the past 8 months.