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© 2023 by Troy Springer

Principles of Rendezvous Investing

March 1, 2018


The following is my working framework of my "Rendezvous-style" investing philosophy. It is subject to refinement, as I would still describe myself as an amateur to an intermediate investor.

Rendezvous Investing has its roots in fundamental investment analysis. The idea of "Rendezvous" is supposed to reflect a more intimate investing style, that while not entirely simple, is also easy to understand for beginner investors. It is also reflective of incorporating or (rendezvousing with) several investing strategies. It is a more high-risk strategy for younger investors. What I wish to do with my site help the next wave of millennial investors who wish to have a say in their finances and help them invest rationally.


Peter Lynch made famous the idea of "buy what you know," and Rendezvous looks to reflect that same mentality with a little more nuance. Now individuals have access to tons financial resources, with more insight into the business world than ever before; there are more and more ways we can Rendevous with investing than in Lynch's heyday. In being perceptive and thoughtful about business, individuals can identify certain qualitative aspects of companies that I think many institutional investors and ETF investors miss.


Rendezvous-style investing is influenced by Warren Buffett, Peter Lynch and incorporates growth investing, "Foolish" investing, ETF investing, "Rule Breaker" investing, Smart Beta, Trend Following, and even Options investing.

Let's break it down. 


80% Equities (stocks) and/or themed ETFs
10% Berkshire Model (ex. Markel, Oaktree Capital)
10% Traded ETFs (following trend following/smart beta strategies)

Equities -80%:
-Buy Companies with sustainable advantages
-Invest with 1 year to "until the facts change" time horizons
-Focus on brand
-Focus on leadership
-Worry less about valuation
-Look for high insider ownership
-"Collaborate" with "Whales" (top asset managers) through 13F fillings
-Own 20-35 stocks, as much as 50
-Keep highest allocations to no more than 18%
-Don't be afraid to take smaller bets with companies between ~500M-5B in size
-Used tax-advantaged accounts for long-term plays
-Don't be afraid to own themed ETFs at reasonable expense ratios if understanding an industry is complicated i.e Biotech
-Options strategies can be used to mitigate some risk

"Berkshire Model" Companies -10%:
-Invest alongside the smartest asset managers in the owning them!  ex. Buffet, Marks, Gayner
-This is the "value" part of the profile
-More downside protection

Active ETF side 10%:
-Risk mitigation is the purpose
-Hold S&P in bull markets
-Trade into more advanced investing strategies like trend following and quantitative ETFs
-Take advantage of the financial products that are available through ETFs at lower expense ratios
-Satisfies itch to "trade" through choppy markets with safer investing strategies performed by managers
-Stay away from overly leveraged ETFs
-Gives portfolio flexibility to go into cash

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