I’m a value investor and this is my portfolio returns from 1st July 2022 till date.
The starting point is 2022 because I started using this broker from that year. Before that i was generating even more Alpha because everybody knows the market was in a rally and every Tom, dick and harry was making money. So it’s better to exclude that returns in a way.
I’m not posting this to flex, which is the reason I’m not including the amount of profits i made and the absolute % of returns. But I am posting this for all the new investors and people who ask how to go about investing at first. (this MIGHT help you guys, but I’m still not an expert to give advices to people because I am still pretty young i feel).
Coming to the portfolio:
My investing style has been very simple. I believe every industry go through some cycles and there always comes a point when the industry is not doing well. I identify businesses who are facing an industry downcycle and struggling, but has a good potential. They might be market leaders, or emerging companies.
What I have observed is during such times, nobody wants to even look at those companies because of the pessimism around them, and that is that I start taking my positions. Many times, I have to wait a lot, no doubt about that, but it’s worth it in the end.
It requires you to have a LOT of patience, and belief in your analysis. You might’ve observed from the chart that my portfolio looks a bit volatile that is because I take concentrated positions and I don’t buy too many companies. It is because value of opportunities don’t lie everywhere and it’s difficult to find companies even in this market to be honest.
So yeah, that’s about it guess. Lemme know if you have any questions:)