This is Capitalmind’s Electric Vehicle Portfolio.
This is a 10-year outlook portfolio, with the central idea being that EVs will take over the vehicle market from bikes to cars.
Read the posts:
- 11-Aug-17: Electric Vehicles will be huge
- 22-Aug-17: Analyzing the Battery Ecosystem
- 22-Aug-17: The Capitalmind EV Portfolio and Watchlist
- 12-Oct-17: Portfolio: EV Portfolio Up By 37%, Adding More Stocks
- 28-Nov-17: Portfolio: Adding Second Tranche Of EV Portfolio
- 27-Feb-18: Portfolio: Adding Third Tranche Of EV Portfolio
- 12-Jun-18: Adding Fourth Tranche of EV Portfolio
- 29-Aug-18: Adding Fifth Tranche of EV Portfolio
Here’s the actual portfolio. Remember, lots of changes will happen over time. We recommend an equal weighted buy each quarter. Connect with us on #stocks-fundamentals on Slack.