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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

  • Inactivity as a feature - fewer decisions, resisting crowds during both euphoria and panic

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

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

​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.

For educational purposes only. Nothing on this site constitutes financial advice. See full disclaimer · © 2026 litvestments.com · All rights reserved

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