My Portfolio | litvestments

TRACK RECORD

Portfolio

Performance

A personal stock portfolio managed according to the principles set out in Build Your Own Berkshire

PORTFOLIO RETURN

168.7%

Since January 2021

S&P 500 RETURN

72.1%

Since January 2021

PORTFOLIO CAGR (approx.)

20.0%

Annualized

S&P 500 CAGR (approx.)

11.5%

Annualized

PORTFOLIO PRINCIPLES

How the portfolio is managed

Concentration over diversification - around 10 positions

Long-term horizon - aiming to let compounding do the work (only starting)

Inactivity as a feature - fewer decisions, not more

No leverage - aiming to benefit from market dislocations, not be a victim of them

This portfolio is managed according to the same framework set out in Build Your Own Berkshire — the principles developed by Warren Buffett and Charlie Munger, and grounded in the foundational work of Benjamin Graham and Philip Fisher.

Performance is reported on a total return basis. The portfolio is not a fund and does not represent a managed product. It is a personal portfolio included here to demonstrate that the principles in the book are applied in practice.

Past performance is not a reliable indicator of future results. Nothing on this page constitutes financial advice or a recommendation to buy or sell any security. This information is provided for educational purposes only. Always conduct your own research and consult a qualified financial adviser before making investment decisions. Portfolio data is self-reported and has not been independently verified.