Guru Portfolios: Invest alongside the world's most successful investors.
About this Live Session
What can the portfolios of the world’s most successful investors teach us about investing?
In this session, we’ll explore Guru Portfolios and how investors can use publicly disclosed 13F filings to understand the investment strategies, convictions, and long-term thinking of legendary investors.
We’ll break down how these portfolios are built, how they are weighted and rebalanced, the risks involved, and how they can complement an investor’s existing portfolio.
Key Agenda
What are 13F filings and why do they matter?
What legendary investors’ portfolios reveal about conviction, patience, and long-term investing
How Guru Portfolios turn 13F disclosures into structured, investable portfolios
How portfolios are constructed, weighted, and rebalanced each quarter
Understanding holdings, diversification, concentration, and risk
Key risks, including 13F disclosure lags and changing portfolio positions
How to evaluate a Guru Portfolio based on its strategy, holdings, and performance
How Guru Portfolios can complement your existing investment portfolio
Key mistakes to avoid when following another investor’s strategy
Speaker
Sumit Kumar, brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.
He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.
Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.