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Everest Growth Fund

$EVERESTGFJJohn Beeman

About Everest Growth Fund

Everest Growth Fund: Strategic Capital Allocation for Long-Term Growth. This portfolio is built around the same core principle used by many successful funds: diversification. The objective is to pursue steady capital appreciation over time while maintaining a diversified structure designed to reduce concentration risk and limit downside exposure. Everest Growth Fund positions are established based on independent research, evaluating opportunities across sectors and market capitalization as market conditions evolve.

About the Creator

I have been trading for decades, and also have decades of experience in the FinTech sector, but ultimately I am an amateur investor. I do my own research from public sources to make common sense trades, and I am diligent about watching my investments and making realtime adjustments based on market conditions. I don’t spook easily, but I also won’t hold on to investments past their shelf life. I’m all about being informed and making sensible trades when the time is right.

Activity

Total Rebalances29
Last RebalanceJul 16, 2026

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Changes:ABBV +1.0%CSX +1.0%MRK +1.0%PANW +2.2%TRGP +1.8%

$EVERESTGF Making minor tweaks to holdings with smaller percentages resulting in slightly more investment in the healthcare sector. This portfolio continues to perform extremely well, as the new AI plug-in confirms, so major changes are not necessary. As always I will be monitoring daily and continue to tweak as needed.

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