Posts

A/X Growth Portfolio 2025

By Roy Philipose _____________ Note: I have been seeking an "opportunity" to work in asset management since 1998. I can outperform the stock market on a consistent basis. My superior investment model is A/X Growth. Contact: (for career opportunities) info@royphilipose.com _____________ AXGrowth.com Disclaimer: Investments may lose value. My stock picking results are real. Thank you. ___________________ Economic Data FINRA Margin Statistics Consumer Price Index Michigan Consumer Confidence US Consumer Confidence US CEO Confidence Unemployment Rate Gross Domestic Product S&P 500 PE Ratio AAA Average Gas Prices ISM Report on Business ___________________ Resources on Investing By Robert Kiyosaki 1) Rich Dad, Poor Dad (Money 101) 2) CashFlow Quadrant (Money 201) 3) Rich Dad's Guide to Investing (Money 401)  By Peter Lynch 1) Learn to Earn (Investing 101) 2) Beating the Street (Investing 201)  3) One up on Wall Street (Investing 202) By Philip Fisher 1) Common Stocks and Un...
Read more

A/X Growth Portfolio 2024

Image
By Roy Philipose _____________ Note: I have been seeking an "opportunity" to work in asset management since 1998. I can outperform the stock market on a consistent basis. My superior investment model is  A/X Growth . _____________ AXGrowth.com My stock picking results are real. Thank you. _______________ There are no plans to set up an investment management company.  I am drained dealing with Vanguard and Finra. I have been treated so poorly by them. These organizations don't want me to be rich and successful.  "A/X Growth Investments" has always been in the idea stage, and it will stay there. I have music to make. _________ 01/02/2025 A/X Growth had a good year! I continue to outperform the market on a regular basis. I am just disappointed that I am not working in the investment management space, but I will post some content on YouTube.  I am not sure when I can make "A/X Growth Investments" a reality.  2024 A/X Growth: 42.27% 2024 S&P 500: 2...
Read more

Why Investing is better than Trading

Updated: December 18, 2020 by Roy Philipose What could have been... I want to share my investing history with you. I want to show you why "investing" is better than "trading." I see so many young investors trading today. I know because I was one 20 years ago.  I have been investing since 1997 when I bought my first shares of Cisco stock. I remember that day - I bought 100 shares of Cisco at $54; then the next day, sold at it $56 for a 2 point profit. (Cisco reported better than expected earnings.) I thought this was cool. I kept doing this for a long time, over many years - buying/selling shares and eventually, trading options. I thought I was an investor, but in reality, I was simply a trader. My gross trading profits were ~ $300K over a total 23 year period. I remember all of the significant companies I held. These were the shares that I was supposed to HOLD, and not trade. Eventually, my years of on and off trading resulted in me being wiped out twice.  Somet...
Read more

A/X Growth Portfolio 2020

Live Blog ---------------------- AXGrowth.com ---------------------- Dec 22, 2020 New Addition to A/X Growth I am adding Upstart Holdings ( UPST ) @ $42 to the portfolio.  Upstart is an AI Lending platform that partners with banks to help them underwrite better quality loans. This innovative platform will allow more consumer loans to be written at lower loss rates.  Investment report is coming soon. A/X Growth now has 15 positions.  ______________ Dec 19, 2020 On Dec 4, 2020, I removed FAANG from the portfolio.  Now, I am adding it back.  This will be messy and confusing if I am stopping and starting securities purchases. My goal is to focus on growth companies and have a small portfolio list, but I guess I will let things be. Over time, I may add like 2-5 companies a year and that will grow the total amount of holdings. I will put more weight on my newer and faster growers.  For the moment, I will keep Zoom off the list.  You can't make money tomorro...
Read more