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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May 2026
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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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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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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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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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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It would be nice to be on a real platform with real money.
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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