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Long term selections we feel comfortable holding. Dubbed “safe to sleep at night” while holding. This portfolio utilises the advantage of trend cycles. Unlike swing trading – these plays have developed over a longer time frame, creating a more solid future prospective based on predictive past performance, macroeconomic view, strong balance sheet companies and superior product-lines. As with anything, there is always risk. We aim to mitigate that risk. Beta of portfolio mimics a high-risk growth fund. Our purchases are typically dollar-cost averaged in, with single equity purchases spanning over a 3–5-week period.