A/X Growth Portfolio 2026
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© Copyright 2026 Roy Philipose.
A/X Growth is an investment management model simulation hosted privately on TipRanks.
Disclaimer: Investments may lose value. Not here to give investment advice.
There is no portfolio advice; there is portfolio management and education only.
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A/X Growth Portfolio
A/X Growth is a long-only mix of equity, crypto, and metals.
2026 Performance, updated quarterly
Jan: 7.36% YTD
Feb: -29.22% YTD
March: -34.96% YTD
June:
Sept:
Dec:
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April 2026
The portfolio went down some. I will say more here when I get a chance. Again, I am not here to give portfolio advice or insight, but to educate on how to handle situations.
I am not too concerned about the performance because I have been through multiple market booms and busts, and again, it is HOW you handle it. This portfolio is being handled fine.
I invest in quality long-term investments, and avoid short-term profits. I don't chase the latest trends to make a quick buck. If the market closed today for the next five years, the A/X Growth portfolio would recover and outperform the market.
If I made my ETF debut on January 1st, it would have started at $10.00. The ETF would have gone up to $10.70, then currently dropped to $6.50 (35% loss).
That hurts!
I am not happy with my performance. I was too exposed in one asset class that took a major hit. Again, it will take some time to recover from that. But I can still make some moves to shore up the portfolio. Whatever I do in the simulation has to be an adjustment that can be done in the real world.
As an investor, you can buy, sell, or hold. Investing requires time and commitment. This is not a short-term commitment, but a long-term one.
As an investor, you have three options here:
First, you can sell and take the loss, and invest somewhere else.
Second, you can hold and just wait for the portfolio to recover.
Third, you can buy in again, and average cost to a lower amount.
For example, If you invested $1000 at $10, you can invest another $1000 at $6.50 which makes your average cost at $8.25.
Your portfolio manager should be competent enough to handle drawdowns, and not get desperate where they start doing crazy things like investing in options which can eventually wipe out the whole portfolio. I have seen this done by hedge fund managers too many times.
I don't do options nor take on any leverage.
You think that it's game over because you are down 35%?
I am just getting started.
RP
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Feb 2026
This hurts! This is the first time, in ten years, since the model started, that my portfolio model simulation has taken a major hit. A negative 29% is bad.
These things happen occasionally. How you handle it is more important.
The good thing is that the drawdown is only temporary. I shifted some investments around and the performance should get back to break even or even a plus by the end of the year.
I am confident in a positive return back.
RP
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| Jan 2026 |
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| Feb 2026 |
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| Mar 2026 |
