A/X Growth Portfolio 2020

Live Blog

Sept 18, 2020

New Addition to A/X Growth™

1) Moderna (MRNA) @ $68
Moderna is a biotech company thats specializes in vaccines and therapeutics utilizing messenger RNA. mRNA-1273 is a leading candidate for the Covid-19 virus, and the Phase 3 results should be out by November. 

A/X Growth now consists of 14 high-quality investments. Individual research reports will be available soon. Going forward, every investment recommendation I make, carries an automatic "Outperform" rating.

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Sept 10, 2020

Two Additions to A/X Growth™

1) Zoom Video (ZM) @ $389
Zoom is a digital communications platform that specializes in video conferencing.

2) Ethereum (ETH-USD) @ $365
Ethereum is a digital commodity that specializes in smart contracts. 

A/X Growth now consists of 13 high-quality investments - I plan to issue research reports on all of them. 

Zoom Video is currently overvalued and will correct itself - but I like the business and the company will be worth more longer-term.

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Sept 4, 2020

Quick Tutorial

Investing comes down to 2 things: Who do you want to partner with and what do you want to partner in? When you buy a stock, you become a small partner in a large business - you have to fully understand that before you buy a share. Being a public shareowner gives you ability to share in the risks and rewards of the company, and the ability to partner in or partner out at any time. There are thousands of publicly-traded companies that are looking for new partners, and only about 10% of them are good to invest in. Remember, most public companies trade for private benefit and not for public benefit - you need to understand that too.

Becoming a partner in a large business is no different if you and your friend start a business tomorrow - the same rules and principles apply - you have to sell your products or services. Before you invest: you need to be comfortable with the management team, be knowledgeable about the business, and understand business fundamentals (important). Two main questions you want to ask: Is the CEO trustworthy and competent and is the business model sustainable for long-term growth? 

Once you find a good business with a good leader, you can partner with them forever. Why? Because there is no limit to how valuable a company can become. I have personally seen Amazon and Tesla grow from nothing to very large businesses - rewarding shareholders (partners) in the process. I was a early partner in these companies and then, I stopped being one. In the process, I missed out on massive gains. I have since learned my lesson. 

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Aug 17, 2020

Your confidence has to be greater than your fear. 

When the panic occurred in March 2020, mostly everyone was selling stocks. Panic creates opportunity. That is time when you buy, when everyone else is selling. Prices are lower and you can get quality names cheaper. Robert Kiyosaki says, "You make money when you buy, not when you sell." Back then, all the fund managers were fully invested in stocks, so they had no choice but to sell to raise money for redemptions. That caused the market to go even lower. Cash is king. You always want to make sure you have cash around. You learn that when occasionally shit hits the fan. 

At the moment, I see equities as fully valued...so I would be a light buyer today.

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Aug 13, 2020

Comment:
I have learned not to sell winners (such as Bitcoin, Tesla, Facebook, etc.) for a short-term profit. I have done that too many times. If you have something you like, you hold it forever. Just because the price is really high, it doesn't mean you have to sell. The price will eventually correct itself - and then, you can buy more at a discount. Remember, you are buying an asset that will be more valuable many years from now. You only want to sell when the fundamentals have deteriorated. 

You want to learn how to identify the gamechangers or turnarounds that can bring you phenomenal returns.

- Roy

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Aug 8, 2020
By Roy Philipose

The "A/X Growth Portfolio" seeks capital appreciation. It is a group of 10-20 high quality stocks and investments. The investment strategy is long only, typical holding period is forever, and the goal is to beat the S&P 500. The majority of shares are technology based and the portfolio has outperformed the S&P by a wide margin. The portfolio model was started in 2015 and is run by Roy Philipose, independent investor. The portfolio will be typically updated every January. 

The keys to successful investing:
1) Knowing what to buy
2) Knowing when to buy
3) Knowing when to add
4) Knowing how long to hold
5) Knowing who to partner with

The good thing is that I have finally "cracked the code" on stocks. And it's all the way up from here!

Yahoo Finance A/X Growth Portfolio Link

A/X Growth Portfolio by Roy Philipose
5 Year Performance
Jan 2016Jan 2017Jan 2018Jan 2019Jan 20205 YearYTD Price
(8/7/2020)
S&P 500 Index$1,940.00$2,278.00$2,823.00$2,704.00$3,225.00166.24%$3,351.00
(Current) 11
Apple$97.00$121.00$167.00$166.00$309.00318.56%$444.00
Amazon$587.00$823.00$1,450.00$1,718.00$2,008.00342.08%$3,167.00
Beyond Meat$110.00$131.00
Bitcoin$368.00$970.00$10,221.00$3,547.00$9,350.002540.76%$11,573.00
Facebook$112.00$130.00$186.00$166.00$201.00179.46%$268.00
Google$778.00$820.00$1,182.00$1,125.00$1,432.00184.06%$1,498.00
Netflix$91.00$140.00$270.00$339.00$345.00379.12%$494.00
Roku$128.00$156.00
Square$46.00$71.00$74.00$147.00
Tesla$191.00$251.00$354.00$307.00$650.00340.31%$1,452.00
Zillow Group$21.00$35.00$44.00$34.00$46.00219.05%$79.00
Notes:
Square was added in Jan 2018.
Roku was added in Oct 2019.
Beyond Meat was added in Nov 2019.
(Past) Removed
Alibaba$101.00$204.00$168.00$206.00$252.00
Twitter$16.00$17.00$37.00
Under Armour$85.00$19.00$12.00$10.00
Shake Shack$34.00$35.00$51.00
PHYS (Gold)$9.00$9.00$16.00
Solar City
Lending Club$36.00$30.00$5.00
LinkedIN
Planet Fitness$14.00$21.00$50.00
Notes:
Solar City was acquired by Tesla.

LinkedIn was acquired by Microsoft.

©Roy Philipose 2020.

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