Read on Twitter
1) My investment style + Disclaimer
I am typically 100% in equities, and adopt a 35/65 split of growth and dividend paying companies respectively
The main aim of my portfolio is to acquire long positions in companies that i think will dominate markets for years to come.
I am typically 100% in equities, and adopt a 35/65 split of growth and dividend paying companies respectively
The main aim of my portfolio is to acquire long positions in companies that i think will dominate markets for years to come.
2) My strategy focuses on fundamental analysis, in that i routinely sift through the company's financial statements to grasp the true value of the machine from an 'under the hood' point of view
The characteristics i look for will differ depending on the type of company
The characteristics i look for will differ depending on the type of company
3) A few mantras i live by in terms of investing:
• In the short run the market is a voting machine, in the long run a weighing machine
• Time in the market > Timing the market
• Only a cynic knows the price of everything, and the value of nothing
• In the short run the market is a voting machine, in the long run a weighing machine
• Time in the market > Timing the market
• Only a cynic knows the price of everything, and the value of nothing
4) • Hold onto your winners, so long as their earnings and fundamentals continue to please you
• Be prepared to cut losses early
- I learned this lesson heavily with a 85% loss in $EXL
• Be prepared to cut losses early
- I learned this lesson heavily with a 85% loss in $EXL
5) Expect me to be Tweeting about my portfolio holdings fairly often
As i hold the companies, the majority of my tweets will be concerning those companies
+ I will report their earnings each quarter on my feed
As i hold the companies, the majority of my tweets will be concerning those companies
+ I will report their earnings each quarter on my feed
6) Note for Followers:
I post my personal investing activities, my thoughts and my portfolio performance here
I can provide my opinion on stocks, but i do not advise on which stocks you should buy or sell
Everyone's circumstances are different
I post my personal investing activities, my thoughts and my portfolio performance here
I can provide my opinion on stocks, but i do not advise on which stocks you should buy or sell
Everyone's circumstances are different
7) For anyone unfamiliar with fundamental analysis, i composed a 189 page Beginner's Guide that covers the bulk of the first steps
+ An automated spreadsheet and video to supplement the analysis of the contents within the guide https://gum.co/frbCI
+ An automated spreadsheet and video to supplement the analysis of the contents within the guide https://gum.co/frbCI
8) I will, occasionally, make more short-term speculations, based on technical indicators and/or obscure situations but this is not typical behavior
I began my portfolio late 2017, with £1,500
In the FY 2019 my returns eclipsed the S&P by 13.24%
Portfolio Value is in my bio
I began my portfolio late 2017, with £1,500
In the FY 2019 my returns eclipsed the S&P by 13.24%
Portfolio Value is in my bio
9) My main two goals are to capture the capital gains from attractive growth companies, as well as accumulate a diversified collection of dividend paying stocks
As i am in my early 20's, cash flows are something i am looking to build for later life
As i am in my early 20's, cash flows are something i am looking to build for later life
10) Dividend Stocks:
Typically i am looking for fat juicy moats
- Branding, cost advantage, superior product, scalability, and so on
I prefer the company have beefy cash flows to cover debt sufficiently, and that the dividend is relatively safe
I value using various DDM's
Typically i am looking for fat juicy moats
- Branding, cost advantage, superior product, scalability, and so on
I prefer the company have beefy cash flows to cover debt sufficiently, and that the dividend is relatively safe
I value using various DDM's
11) Growth Stocks:
Typically i want:
- Some/mostly recurring revenues
- High YOY Revenue Growth
- Suitable margins
- Suitable reinvestment with retained earnings
- Strong + transparent management (for all stocks)
- Potential for market leadership
Typically i want:
- Some/mostly recurring revenues
- High YOY Revenue Growth
- Suitable margins
- Suitable reinvestment with retained earnings
- Strong + transparent management (for all stocks)
- Potential for market leadership
12) ETFs
I do routinely purchase ETF (Exchange Traded Funds) via my Vanguard ISA account mainly to:
Capture the returns of the markets i mainly invest in (US and UK)
Collect and compound dividends
Take advantage of the £20k per year tax-free gains
I do routinely purchase ETF (Exchange Traded Funds) via my Vanguard ISA account mainly to:
Capture the returns of the markets i mainly invest in (US and UK)
Collect and compound dividends
Take advantage of the £20k per year tax-free gains
13) Selling:
I rarely have good reason to sell my holdings but typically i will if:
- Thesis is broken
- Management corrodes
- Revenue sharply flattens (growth companies)
- Better alternatives for cash
Courtesy of @adventuresinfi here is an awesome diagram
I rarely have good reason to sell my holdings but typically i will if:
- Thesis is broken
- Management corrodes
- Revenue sharply flattens (growth companies)
- Better alternatives for cash
Courtesy of @adventuresinfi here is an awesome diagram
14) I am an avid lover of all things economics
I do routinely keep up-to-date with the macroeconomic trends but i rarely make investment decisions based solely on these factors
IMO the macro factors, more often, are backwards looking
However, context matters
I do routinely keep up-to-date with the macroeconomic trends but i rarely make investment decisions based solely on these factors
IMO the macro factors, more often, are backwards looking
However, context matters
15) I am a big believer in transparency, so every single move i make in my portfolio will be documented on my website:
• Trades
• Positions
• Dividends
Knock yourself out http://www.investmenttalkk.com
• Trades
• Positions
• Dividends
Knock yourself out http://www.investmenttalkk.com
16) Overarching goal of my feed is to share my insights with you all, as well as hopefully educate some newer investors
Nobody is perfect, i am learning everyday via the skin i have in the game, and my continuous path of development via education, most notably the CFA
Nobody is perfect, i am learning everyday via the skin i have in the game, and my continuous path of development via education, most notably the CFA
17) Some awesome books
• The Dark Side of Valuation
• The Intelligent Investor
• The Clash of Cultures
• Security Analysis
• Common Stocks and Uncommon Profits
• Stress Test
• The Innovator's Dilemma
• The Little Book of Valuation
• The Dark Side of Valuation
• The Intelligent Investor
• The Clash of Cultures
• Security Analysis
• Common Stocks and Uncommon Profits
• Stress Test
• The Innovator's Dilemma
• The Little Book of Valuation
18) I like to keep my DM's open, so if you ever have any questions feel free to @ me or DM me:
Note, i do not provide:
- Stock picks
- Financial advice
- Free Fundamental Analysis
- Assessments of your portfolio
Thanks, and don't be a stranger!
Note, i do not provide:
- Stock picks
- Financial advice
- Free Fundamental Analysis
- Assessments of your portfolio
Thanks, and don't be a stranger!
