Philosophy

My portfolio is an ongoing attempt to outperform the market on a risk-adjusted basis. My strategy is simple; to buy securities that are mispriced due to an overestimation of the downside risks. The result is owning securities at bargain prices relative to the risk they hold. By implementing this strategy, I hope to achieve the greatest risk-adjusted returns.

YEARS INVESTED

0+

As of March 31, 2025

YEARS INVESTED

0+

As of March 31, 2025

YEARS INVESTED

0+

As of March 31, 2025

CAGR

+0%

As of March 31, 2025

CAGR

+0%

As of March 31, 2025

CAGR

+0%

As of March 31, 2025

TOTAL RETURN

+0%

As of March 31, 2025

TOTAL RETURN

+0%

As of March 31, 2025

TOTAL RETURN

+0%

As of March 31, 2025

200%

175%

150%

125%

100%

75%

50%

25%

0%

Q2

Q3

Q4

19'

Q1

Q2

Q3

Q4

20'

Q1

Q2

Q3

Q4

21'

Q1

Q2

Q3

Q4

22'

Q1

Q2

Q3

Q4

23'

Q1

Q2

Q3

Q4

24'

Q1

25'

2019

2020

2021

2022

2023

2024

Portfolio Holdings

Performance Reports

Performance Reports

Research Reports

Research Reports