I have been in the financial industry since 1994 as financial analyst, mutual fund product development and most recently as financial planner and private banker. Currently I manage my own portfolio of investments with a value oriented approach but also incorporate growth stocks that are reasonably valued or as Warren Buffet would say. “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” I also follow another advice from the Oracle of Omaha: “Diversification is a protection against ignorance” so my investment portfolio is usually concentrated in 12 to 15 stocks that I get to know very well and I trade around these names depending market conditions. In March 2021 I switched my account to a full service broker so I could have access to margin. Since then, I started to use short selling as a portfolio hedge and also buy on margin in order to increase returns in up markets.I am passionate about markets, although I find it sometimes puzzling, and it is always a challenge that I embrace with the will to improve and learn. I have learned over these years that even after the worst results the best option is to endure and stay always in the game because success is many times just around the corner.Portfolio performance:2016: Portfolio return: 1.28%, NASDAQ: 7.50%, Delta: -6.22%2017: Portfolio return: 49.40%, NASDAQ: 28.23%, Delta: + 21.17%2018: Portfolio return: 84.91%, NASDAQ: – 3.88%, Delta: + 88.79%2019: Portfolio return: – 1.08%, NASDAQ: 35.23%, Delta: – 36.31%2020: Portfolio return: 173.62%, NASDAQ: 43.63%, Delta: + 129.99%2021: Portfolio return: 37.84%, NASDAQ: 21.40%, Delta: + 16.44%2022: Portfolio return: 20.93%, NASDAQ: – 33.10%, Delta: + 54.03%2023: Portfolio return: 87.60%, NASDAQ: 43.42%, Delta: + 44.18%2024: Portfolio return: 77.98%, NASDAQ: 29.83%, Delta: + 48.15%Total since inception (2016): 4,114% (until 31/12/2024)Internal Rate of Return IRR = 51.54% per year.
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