6 Comments
User's avatar
Kartik Srinivasan's avatar

I was quite surprised by the fact that you dont like to hold cash. I thought I was doing it wrong all along but Im glad to see other people like yourself adding to the best positions.

Thanks again

Compounding Engine's avatar

Great Article! I myself have learnt from owning a multitude of stocks to a few now about which at least I can say I know a little better. And focus is paramount if one aims to beat the market - I had written a bit about it earlier here: https://compoundingwisdom.substack.com/p/the-paradox-of-investing . Hope you like it!

Tarun Sikka's avatar

That's really generous & knowledgeable article. Can you please share some portfolio picks made on the basis of article. Thanks

LiviamCapital's avatar

I share my portfolio from time to time on Twitter. It's FB, GOOG, ADBE, ADSK, AAPL, AMZN.

Chris Roan's avatar

ADSK huh? I'm very curious if you are an engineer?

Ian's avatar

20% annualized rate is a great goal ! Have you been able to achieve this goal so far? Personally, I put my goal at 12%...

By the way, I found your post thanks to a search on the terms "buy and hold" and I developed a small tool to make calculations with the buy and hold strategy.

Available here : https://www.ifyouhold.com . What do you think about it :)