Pooling of human capital for the unofficial 'Two Plus Two Portfolio'

[john kane]

Given there are a number of people who spend very many hours a week researching and looking into investments, how about we pool this knowledge to create an unofficial 'Two Plus Two Portfolio'.

Given the entire forum's knowledge, surely we could outperform the market.

I imagine most people in their portfolio's have some stock(s) they particularly like and invest in them, but to diversify also have stocks in other companies and sectors.

Surely if we were to create a Two Plus Two Portfolio, whereby each person puts down their stock(s) they particularly like, and then we can choose those which diversify the portfolio the best.

Admittedly one could say that why should people like myself (who do far less research than others) get the benefits of those who do a lot of research? Well, I'd say those who do a lot of research will also gain the benefit of others who do a lot of research, plus people like myself who are always trying to read up and learn more will be able to chip in down the line.

If we can come up with this, I will be willing to invest $20K.

In an ideal scenario, each poster puts down 1-3 stocks in an area of their expertise, says how much research they have done into this, as well a target sell price. Also, if they ever decide it is no longer worth investing, they post it here, and then we sell it from the portfolio.

I think it would be a very interesting experiment. I think it would be a great learning experience, especially for people like myself who are trying hard to learn about investing.

I am in the process of ordering investing books, so I will be reading these as well to gain more understanding. Basically, I want to learn as much as I can, but I think while learning, I could also invest my money in those who already have gone through this learning process.

Also, I know this is similar to the 'what is your biggest holding' thread, but this would be one which would be kept up to date by me, and once the portfolio had been settled on, then I would provide updates of how it was performing every month.

Sorry if this has come across as a 'I am trying to get lots of free advice'. I honestly want to learn, as i'm sure some of you can tell given all my posts in here of late, and hopefully it would benefit everyone else as well.

If you've already posted about a company/ies and why you think they will do well (if it's still relevant to investing now) then just put down the company, and I will search and copy and paste in this thread what you wrote about them.

Apologies again if this comes across badly, i hope it doesnt.

And please nobody post 'Vanguard Index Fund'. I believe by pooling all of 2+2ers knowledge together, we can get a great portfolio going.

If we could spend say the next 5-6 days firstly by compiling a list of stocks, then deciding how to split it (stocks/bonds/funds - i understand this will depend on the type of investor, but we could give rough %s depending on type of investor), and then we will have a finished Two Plus Two Portfolio.


Thoughts very welcome.

Edit: John, will be fun. Just gotta add that 2+2 has no connection to this portfolio in any way.