Hello everyone! I've been investing and studying investing for a long time. I apply Grahm, Dodd, Buffett, Munger, Fisher, Linch and other as my investing strategy. I have no interest in managing other's people money other than my family and friends but I wanted a way to have kind of an official track record and share my success and failure in my investing journey. To do so I thought of this Value Investing portfolio project, I'll update it in this post and also in video format. Although I run from the crowd I feel some company and idea sharing will be benficial for everyone so feel free to comment. Set-up: 500€ a month Deploying that capital in what I feel is the smartest way possible (First investment 13/07) I'll make a post and video every time I make any change in the portfolio showing proof Video Updates: Video Keep track of the portfolio: Spreadsheet This Thread Transaction History: Current portfolio: BIIB x 12 / HCC x150 / INTC x 35 / TNK x 115 / BRK.B x 4 / WSE:IRL x 150 On the video I make a quick overview of the companies and some of the points of the investing thesis but really not in depth, I didn't want to make it too long. I might make a post with the investing thesis in the future if there's interest. Be safe, Fearfully Greedy
Update 24/12 Trades since last video: None: Welcome to Value Investing! 500€ deposit on 16/12 Video update (Ep.2 - How to Value Anything) Keep track of all trades and live update on the Google Sheet (Link)
Update 06/01 - NAV 9932€ (+850€/9,5%) Trades since last video: Bought 1004 shares of MLBAT:EPA at 0.625€ on 31/12/20 Video update (Ep.3 - Net Net Stocks) Keep track of all trades and live update on the Google Sheet (Link)
Update 19/01 - NAV 10950€ (+1400€/15,7%) Trades since last video: None! 500€ deposit on 18/01/21 Video Update (Tesla Stock Price Valuation ) Keep track of all trades and live update on the Google Sheet (Link)
Now this looks like a thread for me. Also a big value investing fan. Fundamentals tells me what to buy, and technicals tells me when to buy
Welcome aboard! This month I have some extra cash running in so stay tuned, some resizing and maybe some new picks from my watchlist added if they get in range. Thank you for leaving a comment!
Also have some extra cash.. Bought FCA shares on Italian Stock Exchange and since FCA and PSA merged they paying out a special dividend of $2.25 per FCA share held at month end. So looking to reinvest that cash. So would be keen to see what you are eyeing.
Update 02/02 - NAV 16650€ (+1100€/7,8%) Trades since last video: 6000€ Deposit Bought 1000 Shares of TK at 2,62$ Bought 350 Shares of WSE:IRL at 19,15PLN Bought 80 Shares of HCC at 23,19$ No new picks unfortunately other than TK which is a similar pick to the previously discussed TNK. Investing thesis breakdown on the video Video Update (3 Undervalued Stocks: Teekay Corp., Warrior Met Coal, Inter Rao Lietuva) Keep track of all trades and live update on the Google Sheet (Link)
Update 03/03 - NAV 17650€ (+1600€/9%) Trades since the last video: 500€ Deposit (Feb deposit) Bought 200 Shares of Shinoken (TYO:8909) at 1213 JPY Videos since the last post: Compound Interest: In Knowledge, Relationships and Wealth | FearfullyGreedy Ep. 6 Intrinsic Value Calculator: How to price stocks (NPV DCF) | Fearfully Greedy Ep.7
Update 29/03 - NAV 20600€ (+2500€/14%) Keep track of all trades and live update on the Google Sheet (Link) Trades since the last video: 2000€ Deposit (March deposit) Bought 200 Shares of Shinoken (TYO:8909) at 1213 JPY Bought 13 Shares of HCC at 16.2$ Video: (Full sector Breakdown of Metallurgical Coal Miners)
Update 22/04 - NAV 20700€ (+1700€ / +9%) Keep track of all trades and live update on the Google Sheet (Link) Trades since the last video: 1000€ Deposit (March deposit) Bought 100 Shares of Shinoken (TYO:8909) at 1206 JPY Video: Warren Buffett and The Interpretation of Financial Statements: Book Summary
Update 07/07 - NAV 24500€ (+3000€ / +14%) Trades since the last post: 1000€ Deposit (May deposit) Bought 57 Shares of HCC at 16,09$ 1000€ Deposit (June deposit) Bought 2400 Shares of LON:RAI (RA International) at GBX 54,00 500€ Deposit (July deposit) Google Sheets to keep track of the project Youtube Channel Videos since the last post: Q1 2021 Earnings Update: 21.600€ Value Investing Stock Portfolio Project Biogen: Heads I Win, Tails I don't lose (Investment Thesis BIIB) Value Investing 24.500€ Portfolio Update for H1
Update 25/07 - NAV 24000€ (+2400€ / +11%) Trades since the last post: None, Thesis on the last position RA International: A Tiny Remote Services Gem (Investment Thesis RAI) | Fearfully Greedy Ep.15 Google Sheets to keep track of the project Youtube Channel