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AIl You Can Eat Buffett
Investment Menu for Jack Abraham
Bon Appetit!
5/5/2018
People
1. People
Team
Our Team
Maansi Taori
Suchet Taori
Chief Investment Officer
Chantilly HS
Chief Technology Officer
Thomas Jefferson HS
3 SCHOOLS
2 FAMILIES
1 STRATEGY
Sid Muralidhar
Sachin Muralidhar
Security Selection Manager
Thomas Jefferson HS
Client Portfolio Manager
Langley HS
Advisory Board
Prof. Andrew Lo
MIT
Prof. Meir Statman
Santa Clara University
Advisory Board
Prof. Hersh Shefrin
Santa Clara University
Prof. Robert Merton
MIT
Know Your Client: Jack Abraham
Client
Born: February 23, 1986; Age: 32 years
School: Langley High School, VA; Wharton, PA
Twitter: @jackabraham
Entrepreneurial Ventures:
-Invested in Tech (Zenreach), Healthcare (Rested)
-Interested in Aerospace
-Founded Milo.com and Atomic
2. Philosophy:
Goals-Based Investing (GBI)
Philosophy
Aspirational Goals
Regular Goals
Goals
Mr. Abraham's
Goals
Risktyle: Our Proprietary Risk Profiling Model
Risk Profile
Published in The Journal of Personal Finance
Available free on the App Store
Investment Approach: "The New"
Use of AI
Proprietary Artificial Intelligence Algorithm
Investment Approach: "The Old"
Technical Analysis
Valuation
Buffett
The Buffett+ Approach
3. Process
Process
Asset Allocation
Aspirational
Mr. Abraham:
$1,000,000
$75,000,000
32
Aspirational Goals
Asset Allocation
CASH
SAINT: Sector And Industry using News & Tweets
Sector and Industry Selection
Sector
Sector Decision-Making
- Algorithm most bullish on: Consumer Staples & Healthcare (Defensive), InfoTech & Industrials (Sensitive)
- Weighting based on SAINT score
- News concerning AMZN-BRK-JPM recent earnings, Google/Apple product launches
Industry
Industry Selection
- Algorithm most bullish on: Diversified Consumer Services, Internet/Software Services, Oil, Gas, and Consumables
- Weighting based on SAINT score
- News: TAL investment in AI, XOM discovery of 7th oil site, Facebook's earnings report
Stock Selection
Picked 1-3 stocks per industry
Stock
Selection
Valuation Screen
Valuation Screen
- Healthy Financials
- Return on Equity (15%)*
- Return on Assets (5%)*
- Profit Margin
- Operating Margin
- Earnings Yield %
- Economic MOAT
Technical Analysis
- Technical Indicators
- Short-term: 20 Day Moving Average
- Medium-term: 50 Day Moving Average
- Long-term: 100 Day Moving Average
Technical Analysis
Inverse Volatility Weighting
Lower weighting given to high volatility assets and vice versa
Weighting
4. Pick: Lockheed Martin Corp
Pick
Top-Down Approach
Sector Selection
Mr. Abraham's interest (Twitter scrub)
Market Conditions: President Trump's increase in defense spending; Rising geopolitical tensions (China, Iran, Russia, Syria)
i) Top-Down Approach
Bottom-Up Approach:
Valuation and Technical Analysis
Inside the Numbers
ii) Bottom-Up Approach
North Korea
iii) Growth with Capital Preservation
Syria
Socially-Responsible Investing
iv) Socially Responsible Investing
Corporate Vision: “Be the global leader in supporting our customers to strengthen global security, deliver citizen services, and advance scientific discovery.”
“Zero Tolerance for Corruption”
Only supply to stable governments
A lot of STEM and veteran outreach programs
5. Performance
Performance
6. Progress
Financial Literacy
Progress
Risktyle
348 Students
75 Russian Students
81 Investment Professionals