A/X Growth Portfolio 2023

By Roy Philipose
© Copyright Roy Philipose 2023. All rights reserved. 

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AXGrowth.com

The A/X Growth Portfolio is a superior investment model run by Roy Philipose that delivers sustainable above-average market returns. 

My goal is to run my own fund.

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TipRanks:

A/X Growth New

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2023 Performance:

A/X Growth: 47.9%
S&P 500: 24.7%

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2022 Performance:
A/X Growth: -8% (estimate)
S&P 500: -19.95%

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Disclaimer:
Investments may lose value.

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Economic Data

  1. FINRA Margin Statistics
  2. Consumer Price Index
  3. Michigan Consumer Confidence
  4. US Consumer Confidence
  5. US CEO Confidence
  6. Unemployment Rate
  7. Gross Domestic Product
  8. S&P 500 PE Ratio
  9. AAA Average Gas Prices
  10. ISM Report on Business
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Dec. 31, 2023

A/X Growth had a good year vs. S&P 500. 

A/X Growth: 47.9%
S&P 500: 24.7%




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Feb. 16, 2023

I set up another TipRanks portfolio for 2023. It was difficult to keep track of things manually for 2022. Going forward, the portfolio will be shown on TipRanks. I have noticed some ETFs I could use as cash equivalents and alternative investments.

I am eager to get my top ranking back on the TipRanks platform.


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Feb. 8, 2023

A/X Growth Portfolio
02.09.23
EQUITY5%TSLA100.00%5.00%
COIN0.00%0.00%
UPST0.00%0.00%
BNTX0.00%0.00%
ZG0.00%0.00%
SH0.00%0.00%
CRYPTO0%ETHE0.00%0.00%
GBTC0.00%0.00%
GOLD10%PHYS100.00%10.00%
CASH EQ85%^IRX100.00%85.00%
Total100%100.00%

I added Tesla back to the portfolio. Tesla is a good business. They should do fine in this choppy market environment. I had to wait until I saw the audited annual report for 2022.

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January 23, 2023

A/X Growth Portfolio
01.23.23
EQUITY0%TSLA0.00%0.00%
COIN0.00%0.00%
UPST0.00%0.00%
BNTX0.00%0.00%
ZG0.00%0.00%
SH0.00%0.00%
CRYPTO0%ETHE0.00%0.00%
GBTC0.00%0.00%
GOLD15%PHYS100.00%15.00%
CASH EQ85%3M CD100.00%85.00%
Total100%100.00%

2023 YTD: 1.39%
SH-3.48
PHYS4.7
3M CD (21 Days)0.1726
1.3926

I am waiting to see the audited financial reports before I get back into equities. There is too much fraud going on.

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© Copyright Roy Philipose 2023.



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