Year 2021 was great for stock investors. The S&P 500 was up 27% and our portfolio was up 31.5%. Nevertheless, we are still lagging the S&P 500 in the long-term. See below. It is a bitter truth of our overconfidence and lack of proper investing knowledge during our initial years. $100 invested in S&P 500 […]
Our favorite holding period is forever. – Warren Buffett – Our average holding period has come down to a Year and eight months because of our recent purchases. Prior to that, our average holding period is four years. Four years seems like a long time, but in investing it is a short time. Here is […]
There’s no shame in losing money on a stock. Everybody does it. What is shameful is to hold on to a stock, or worse, to buy more of it when the fundamentals are deteriorating. -Peter Lynch- This is a story of a Trader that turned into Investor (or that is what we prefer to be […]
A portfolio is a combination of wealth into two or more assets. The basic idea behind forming the portfolio is to reduce investment risk. A single stock might be very risky when held in isolation but not as much riske when held in combination with other assets in the portfolio. This is because the risk […]
My portfolio is up 207% in six years while the Dow Jones is up 72% at the same time (figure below). Almost three times above the market rate of return.