Daly Capital Management
Daly Capital Management
INDEPENDENT RESEARCH
— COMPARE

Side-by-side, no jargon.

Pick two or three portfolios and see how they stack up on objective, risk, sector mix, and the kind of investor each is built for.

Portfolio 1
Portfolio 2
Portfolio 3
Attribute
Equal-weighted exposure to every active fundamental Price Target (long & short).
Fundamental Price Targets
Long-Term Growth
Equity Growth
ObjectiveEqual-weighted exposure to every active fundamental Price Target (long & short).Long-Term Growth
Risk profileHighModerate
Returns524.16%Recently Launched
Data access feesData access fee: $24Data access fee: 12
Licensing feesLicensing fee: Contact us for pricingLicensing Fee: $8
TaglineA live, equal-weighted mirror of the fundamental price targets deskConcentrated ownership in the world's best compounders.
PhilosophyA live, mechanical mirror of the fundamental price targets. No discretion, no overrides — if it's an open target, it's in the basket at an equal weight.We hold a focused basket of businesses with durable competitive moats, expanding margins, and long reinvestment runways. Concentration is intentional — diluted exposure dilutes outcomes.
Top sectorsTechnology (33.33%) · Consumer Cyclical (19.05%) · Communication Services (19.05%)Technology (32%) · Consumer Cyclical (26%) · Communication Services (22%)
Holdings approachHoldings rebalance automatically each time a fundamental target is opened or closed. Each open target contributes an equal slice; longs contribute positive exposure, shorts contribute inverse exposure. Hit signals/stopped/closed auto exit.Roughly 10–25 names, weighted by conviction. Position sizing reflects both quality of business and current valuation. We rebalance opportunistically, not on a calendar.
Ideal investor
  • Investors looking to speculate
  • Investors with high risk tolerance
  • Investors looking for exposure to high return opportunities
  • Has a 5+ year time horizon
  • Comfortable with market drawdowns of 20–30%
  • Wants meaningful outperformance vs. the index
  • Doesn't need current income from this allocation
Not for you if
  • You need the money soon
  • You cannot afford large drawdowns
  • You need access to this capital within the next 12–24 months
  • You'd panic-sell during a 20%+ drawdown
  • You're looking for guaranteed returns or principal protection
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