Hello All, I am ESMac and here to share with you my portfolio adventures starting September 2019 onwards. I am your typical hard-working employee that had saved a lot of money which is then allocated to two portfolios - retirement type and the capital gains/aggressive type. My goal is to create my holdings funded by my own compounded gains over time. It is a silly dream but I love the idea of how can one make a small amount of money to an insane amount though the virtue of temperance. Facts about this portfolio & this post The portfolio that I will post here is my capital gains/aggressive portfolio which is about 20% of my net worth. I will not post here my other portfolio - retirement type. My capital gains portfolio will be US Stocks, Options, ETFs (very short term bonds/treasuries, sector weighted, or leveraged). I might get into other countries through ADR only if the US Dollar Index is on the direction of weakness from a big run-up. No further deposits will be made on this portfolio. The start date of the portfolio will be September 2019. I will not be posting the value amount of the portfolio but I will post percentage-wise. After a certain transaction (buy, sell, short, close) I will post it on this thread accordingly live. I will post here a value overtime assuming a $10,000 value was invested as per track record. I will post quarterly net liquidation value starting Sep 2019 - Dec 2019 - Mar 2020 and onwards. I will not edit the post. If my post is gibberish then thy will be done. My strategy is long-term position holding to short position Certain Rules That I Follow For This Portfolio: With the current size of my money - I am only allowed to own one position in my portfolio. If I reach $80million - $100million in size then further evaluation is needed if a concentrated position is viable. I am not allowed to own more than 5% of the outstanding stock of a public company to avoid paperwork. I am only allowed 3 transactions (opening + closing of a position) within 2 years (2019-2021, 2021-2023 ... etc). I am not allowed to use my margin privilege. This means all my purchases are treated as cash purchase: leverage of portfolio = 1x. My basis for opening a position is both on technical and fundamental factors. For technical factors, it will mostly be the relationship of the stock with the index; as much as possible we want the underlying stock to follow the trend of the general index. For fundamental factors, we focus more on the scoring of a possibility of accounting manipulation, the possibility of bankruptcy, the qualitative factor of the business, and the cash flow of the business. I am not allowed to do social media investing/trading. I am not here to promote my firm nor have any plans to handle other people's money. My focus is to make my small capital to multi-millions through my wits and prove that patience and temperance weigh more than intelligence.