A/X Growth Portfolio 2026
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© Copyright 2026 Roy Philipose. All rights reserved. USA.
A/X Growth is an investment management model hosted privately on TipRanks.
Disclaimer: Investments may lose value. Not here to give investment advice.
There is no portfolio advice; there is a portfolio management simulation and portfolio 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 biannually
Jan: 7.36% YTD
Feb: -29.22% YTD
March: -34.96% YTD
June 2026: -17.92% YTD
Dec 2026:
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A/X Growth Blog
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July 2026
#1
I have lost some interest in dealing with securities. Being let go from Vanguard didn't help. Finra not assisting didn't help either. I'll come back to the portfolio management simulation later. I plan to take a break from finance. I am drained from all of this.
I still plan to do some portfolio education online.
Performance: -17.92% YTD, as of June 2026
#2
I'm not concerned by the A/X Growth Performance this year because my goal is to make sure the portfolio is in good shape regardless of market performance, projections, or conditions. The asset class and securities that are not doing well this year should turn around next year.
As long as you pick good securities at good prices, then you should be fine long-term.
I'll continue using TipRanks for the rest of the year, and then I'll look into using a new portfolio management simulation tool for 2027.
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| TipRanks ending Jun 2026 |
#3
I like the A/X Growth Portfolio where it is. My goal is not to beat the market every year, but to make sure the investments grow over time. And that means there will be times, here and there, where the performance numbers are temporarily negative.
I have been investing in securities for a long time... so I have the experience of market ups and downs.
As you get experience, you'll still make mistakes but they'll be less and less over time.
In terms of false accusations from Vanguard about being some type of financial advisor or investment advisor, I take the approach of Warren Buffett who rarely does interviews and insights and he'll just have like an annual letter once a year. I don't care to discuss securities on a regular basis at all. Anything that I did prior was just to show abilities and analysis skills to land in portfolio management.
Again, I do intend to teach personal investing as a financial educator because it's important to understand and learn how this all works. I still see people making mistakes when it comes to investing and speculating.
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June 2026
#1
You have to adjust your portfolio model accordingly, according to present conditions and future conditions.
When you make mistakes, you have to correct them.
#2
I am not having a good year in the A/X Growth Portfolio. I still have a chance to recover some by year-end though.
As a portfolio manager, you have to decide whether you will take on more risk or less.
I am not here to give advice, but to educate. I don't mind being a portfolio educator, but I am not here to be a portfolio advisor.
#3
Stick to what you know.
Chasing stock prices is foolish.
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May 2026
#1
I focus on fundamentals. I am not a technical trading person. I don't really care for technical analysis, but I understand it has its merits. I would say I'm like 80% fundamental and maybe 20% technical.
When I am looking at equities, I am looking at basically three things: what the business is about, what does it sell, and what is the fair value.
When I invest in something, I am making a long-term bet that the investment will increase in value over time. I understand that the value can fluctuate over the short-term. You have to accept that.
The markets can be funny like that. You just focus on what you are doing, and that should take care of itself.
Again, I am not here to be an investment advisor because I don't follow the market on a regular basis. I couldn't tell you my opinion on this or that stock. There are analyst reports and independent analysis out there in which you can make your own decision.
I hope one day that I get to professionally manage money. That will be a really big day for me.
Roy Philipose
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#2
My investment skill is having the ability to pick the long-term winners.
I have already shown proof of that.
RP
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#3
I am disappointed with TipRanks. The reporting is not entirely accurate. They have two ways to measure performance of equal-weight and user selection. It would be nice if they combined that into one model. I have made this suggestion to them. I am looking at other "portfolio management" simulation software sites.
Email From TipRanks Support:
Hi Roy,
Thanks for reaching out.
This metric measures portfolio performance on an equal-weight basis and does not take into account the number of shares allocated to each position. The purpose of this metric is to objectively track stock-picking performance independently of position sizing.
However, this is different from the “Reported Performance” metric, which is based on the values and portfolio data entered by the user, including purchase prices and allocations. This metric reflects the actual weighting and composition of your portfolio and is intended to represent your real portfolio performance more closely.
So, the platform provides two separate measurements:
- Validated Performance: objective equal-weight measurement of stock selection performance.
- Reported Performance: user-based portfolio performance that reflects your allocations and entered values.
Feel free to get in touch if you require assistance.
Anyways, here is my current performance.
Activity reported by TipRanks: -35.68% as of May 25, 2026
Activity reported by ME: -11.65% as of May 25, 2026
That is a huge difference.
Going forward, I will report under "Activity reported by ME" because that incorporates weight-based user selection.
I have made changes to the portfolio that should be reported higher, but it is not. This means all of my TipRanks performance numbers are off.
I need something more serious. I am looking at using Portfolio Visualizer.
-Roy Philipose
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| Activity reported by TipRanks - May 25, 2026 |
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| Activity reported by Me - May 25, 2026 |
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#4
I am having an off year for my investment performance. Too much going on -- I guess, and I can't focus properly. I need some things to be over with. I look forward to working with new tools for portfolio analysis and management.
Also, I look forward to my future activities in portfolio education. Teaching people about personal finance and personal investing will help boost my mental health.
RP
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April 2026
#1
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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#2
I've made mistakes.
I've missed out on opportunities and outperformance, and I'm not going to allow that to happen again. I can't coast over here and I have to go back to my old research and success ways.
RP
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#3
Your portfolio has to be ready for all market conditions. I can't give out advice to say you should do this or you should do that. You have to make your own decision for yourself.
What I can do is educate you about what to do for various conditions. I do plan to teach personal finance and personal investing online.
Again, I'm not here to give out any type of investment advice whatsoever. I'm not here to give out insights, thoughts, or investment ideas like what Michael Burry does.
RP
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#4
It would be nice to be on a real platform with real money.
RP
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Feb 2026
#1
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 draw down 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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