$PYFC (PYGOD Freedom Conglomerate)

PYGOD, Investor/SCA at $PYFC
(Supreme Capital Allocator)
pygod@pygear.com
PYFC.ca

A Foundation, a Collection, a Sovereign Wealth Fund, a Conglomerate, a Currency, and ‘The Secret’ all mixed into one.

One Vehicule: Stock Market (cryptocurrency was an “happy accident” that turned $PYFC into $PYFC 2.0)
Only a few stocks. Only the best.

Only one formula:

Punch Card x Coffee Can

20 Punch Card Portfolio:

“I always tell students in business school they’d be better off when they got out of business school to have a punch card with 20 punches on it. And every time they made an investment decision, they used up one of their punches, because they aren’t going to get 20 great ideas in their lifetime. They’re going to get five or three or seven, and you can get rich off five or three or seven. But what you can’t get rich doing is trying to get one every day.” – Warren Buffett

You have 20 slots (1 investment per slot) for the rest of your life. Choose wisely and carefully.

“The Coffee Can Portfolio harkens back to the Old West, when people put their valuable possessions in a coffee can and kept it under the mattress. The coffee can involved no transaction costs, administration costs, or any other costs. The success of the program depended entirely on the wisdom and foresight used to select the objects to be placed in the coffee can to begin with.” – Robert G. Kirby

In other words, you buy stocks with an investment horizon of at least 10 years and you never sell no matter what. Forget every conventional “wisdom” about diversification and overexposure to a given company or industry. Just HODL (Hold On for Dear Life). The portfolio is not optmized for short-term gains.

3 measuring sticks:

• AUM (Asset Under Management)
• IC (Invested Capital)
• ROI (Return On Investment)

Goals: 

1. Capital preservation.
2. Long term growth.

5 Pillars:

1. PGR
2. NVDA (Formerly the “N” in MATMAN)
3. AAPL
4. VFV.TO
5. MATMAN (META, AMZN, TSLA, MSFT, GOOG) ecosystem “ETF”

Each stock is bought as a share in a business (as it is).

Now you own a piece of the 500 largest publicly traded companies in the United States of America and every fucking stiff from the factory floor to the CEO is working to make you richer.
— The Position Of Fuck You by JL Collins

PGR (Progressive Insurance) The very best, the backbone of $PYFC 2.0. I would like to have 30% of my entire portfolio into it.

NVDA (Nvidia) Certainly the leader of the pack in the AI boom since NVDA is selling the pickaxes and shovels.

AAPL (Apple Computer)

MATMAN (META, AMZN, TSLA, MSFT, GOOG) ecosystem “ETF” that I’ve created. 5 of The Magnificent 7, the two other NVDA and AAPL are just above. Since none of them were and are a particular favorite of mine. But as a unit, they make a lot of sense. NVDA was an official member (MATMAN at the time) before flying solo and becoming my new darling. One thing for sure, tech will always goes up on the long term.

VFV.TO (Vanguard S&P 500 Index ETF – Canadian version) Forget about gold, bonds, and real estate. Historically, the S&P 500 (American economy) has outperformed any other assets.

Here’s my two illegitimate bastards below. “Happy accidents” is what I like to call them. I see both as nothing more than glorified lottery tickets. But I like them anyway! Maybe they will be of some use one day.

BTC (Bitcoin) The undisputed King of cryptocurrency.

ETH (Ethereum) The distant number 2.

Apart from those two, the others are worthless shitcoins used for gambling purpose only.

≤ 5% is a little  ≥ 15% is a lot

Updated 2025-04-22

Fund Managed: 1
Founded: March 16, 2022 (Bitcoin); June 3, 2022 (Stock Market).
Investing Assets: Stocks, ETFs, Cryptos
Investment Style: DCA x HODL/CONCENTRATION = $PYFC
Sector: Equity (Long)
Geography: United States
Time: Forever
Investment Stage: Late (Mature Companies)
Strategy: DCA x HODL/CONCENTRATION = $PYFC
# of Holdings: 11

The very best investment vehicule ever created. So great, it’s should be its own currency!

I’ve created it!

Now that you know The Secret, a well-deserved donation to $PYFC 2.0 would be more than appreciate.

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