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The Junto Portfolio

Follow our investment portfolio and invest right alongside us.

The Junto portfolio was initiated on January 27, 2020.

As a Junto member, you will receive immediate email notifications when a purchase or sale has occurred. Bi-annually, we provide a more in-depth report detailing our thoughts on the current state of the market, our portfolio companies, and occasional musings.

Please be advised that in accordance with Junto’s long-term perspective, the portfolio shown on this page is only updated periodically by the end of each month or when a transaction has occurred.

The Junto investment portfolio is a benefit exclusively for Junto members.

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Portfolio Performance

 Junto PortfolioAvg. Cash Held (%)S&P 500MSCI World
2020 (from Jan. 27)+35.45%52%+15.80%+12.51%
2021+10.62%42%+9.08%+7.63%
Since Inception+49.84%+25.78%+24.08%

Footnotes

The Junto portfolio is a close, and not accurate, representation of research analyst, Oliver Sung’s, overall investment portfolio. While portfolio holdings are equivalent, average cost, dividends received, or weightings can differ.

A 0.50% trading fee (including commission and spread) is added to the cost of purchases and sales.

Dividends received from portfolio companies are added to the cash balance and reinvested on a discretionary basis. If the dividend-paying investment is priced attractively at the time of payout, the dividend will usually be reinvested in the same company unless more obviously attractive opportunities are present.

Since tax situations and policies are different for all investors depending on geography, circumstances, and source of capital, the Junto portfolio appears tax-neutral.

Returns are calculated based on percentage change (including dividends received and trading fees paid) of our starting assets present at the beginning of each year.

This policy allows us to not incorporate any fuzzy, confused investment decisions rationalized through so-called “tax considerations” not applicable to all Members. We make investment decisions based on our evaluation of the most profitable combination of probabilities.

The content provided on the Junto Investments (“Junto”) website is for informational purposes only, and investors should not construe any such information or other content as legal, tax, investment, financial, or other advice. Nothing contained on junto.investments constitute a solicitation, recommendation, endorsement, or offer by Junto or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Read more

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