Founder Led
Focus on companies still led by their visionary founders, ensuring passion and strategic direction in business growth.
Medalist Rating™
Total Returns
5Y CAGR
Outperformance
Performance
Since 2017, this portfolio has returned 238.5%, outperforming the market by 238.5%. using its optimal monthly rebalancing period and 10 stock portfolio size.
Founder Led
+238.5%
S&P 500
+0%
Asset Allocations
List of holdings for the Founder Led Portfolio
Stocks
100%Information Technology
Consumer Discretionary
Communication Services
Financials
Real Estate
But there's no need to cherry-pick stocks here because the AVERAGE return of every recommendation made by Finlo since 2017 is 720% - nearly quadrupling the market in that time.
Holdings
10 equal weighted holdings in the Founder Led Portfolio. Copy the following positions to your brokerage account to replicate the portfolio.
| Ticker | Sector | Finlo Rating | Market Cap | Weight |
|---|---|---|---|---|
| Information Technology | $3.493T | 10.00% | ||
| Consumer Discretionary | $1.305T | 10.00% | ||
| Communication Services | $417.88B | 10.00% | ||
| Information Technology | $319.52B | 10.00% | ||
| Financials | $158.05B | 10.00% | ||
| Consumer Discretionary | $154.63B | 10.00% | ||
| Financials | $147.03B | 10.00% | ||
| Financials | $228.12B | 10.00% | ||
| Real Estate | $130.0B | 10.00% | ||
| Communication Services | $97.5B | 10.00% |
How It Works
Pick your strategy
Select a Portfolio Strategy aligned with your goals and preferences, considering factors like trading frequency and historical performance.
Unlock the stocks
Add strategy-picked stocks to your portfolio. Watch for updates via email or our site to adjust holdings and stay on track for ideal performance.
Track gains over time
Acknowledge and celebrate achievements in your investment journey. Regularly reassess and adjust your strategy to stay on track with your financial goals.
