The Wise Turtle Way
By Christian González
The Wise Turtle Way is inspired by the fable of the Hare and the Turtle, where we must take the time to carefully analyze the companies we want to invest in, prioritizing Quality & Long-Term Potential. Like the Turtle that won the race, we seek to generate a successful Track Record in the Long Term by facing turbulence.
Investment Philosophy
The Wise Turtle Way will apply only one investment strategy, which will be Value Investing. This strategy will focus on analyzing the value of a company and determining why it is a wonderful business. Many believe that Value Investing is simply buying cheap, but I sincerely feel that this is incorrect because price is what you pay, value is what you get.
Track Record
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.37% | -3.78% | -0.91% | -11.68% |
Portfolio
| Company Name | Ticker | Sector | Direction | % of Portfolio | Cost Average Price | Current Price | Return |
|---|---|---|---|---|---|---|---|
| The Hershey Company | HSY | Consumer Defensive | Buy | 81.59 | $183.18 | $186.44 | 1.78% |
| United States Dollar | USD | 17.28 | |||||
| Interactive Brokers Group, Inc | IBKR | Financial Services | Buy | 1.01 | $81.94 | $82.90 | 1.17% |
| Mexican Peso | MXN | 0.12 | |||||
| Total | 100 |