Start with Index Investing. Graduate to a Focused Portfolio
A clear path from passive investing to building your own focused 20 stock portfolio, backed by a live and transparent track record.
3 Steps to Success
Open a Trading Account
Choose a reputable online broker.
Fund your account.
Take the first step into the stock market.
Start with Index Investing
Buy a broad market ETF.
Build your foundation.
Understand how markets grow over time.
Graduate to a Focused Portfolio
Learn how to analyse strong businesses.
Select deliberately.
Build and manage your own focused 20 stock portfolio with discipline.
Live Portfolio Performance
Transparent. Measured. Verifiable.
My UFW20 portfolio is run with real capital and published openly.
Since launch in October 2023, performance has been tracked against the S&P 500 Total Return Index, including dividends.
Below is the current comparison.
The UFW20 Portfolio
Returns reflect simple percentage growth from inception to the date stated. The S&P 500 comparison includes dividends. Performance reflects actual allocation decisions within the portfolio and is updated periodically. Past performance does not guarantee future results.
Why Focus Can Outperform
Broad index funds provide exposure to hundreds of companies.
A focused portfolio concentrates capital in a smaller number of publicly listed businesses with strong fundamentals and durable competitive advantages.
When selection is disciplined and long term in mindset, concentration can produce returns that exceed broad market averages.
The objective is not short term trading. It is long term ownership of quality companies.
Inside the UFW Community
Structured Education. Practical Tools. Ongoing Guidance.
When you join the UFW Community, you enter a structured environment designed to help you build confidence and take control of your investing.
What You Get Free
- A serious community of long-term investors
- Daily Insights and weekly live coffee sessions.
- The 6-module training program,the power of the stock market Investing.
- Automated portfolio ”Pie” setup guidance.
- Practical risk management education.
- Wealth Tracker, Portfolio Tracker and Personal Finance Tracker
- My Compound Calculator to model long term growth.
You can start with index investing. You do not need to jump straight into stock selection.
For Investors Ready to Go Further
Premier and VIP members gain access to:
- Full visibility of my UFW20 portfolio
- Advance notice of allocation changes, shared 24 hours beforehand via Skool and WhatsApp
- Ongoing portfolio updates and deeper portfolio discussions
You can begin free and progress when you are ready.
Join the UFW Community
Whether you begin with index investing or progress to a focused portfolio, you are welcome inside UFW.