6 Comments
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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

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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!

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Tarun Sikka's avatar

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

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LiviamCapital's avatar

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

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Chris Roan's avatar

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

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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 :)

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