u/YourDadHatesYou

Hi everyone,

Wanted to share this high growth portfolio I've been managing by analyzing stocks & sectors on a daily basis. This is one of 2 portfolios I manage on WS, with the other one being my "conservative bucket" - happy to share information on that too.

Background:

31M- investing since 2021. Been extremely extremely lucky to have received money from my parents early on, and with a low-stress (and low pay) job, I've been able to focus more time on learning how to invest properly, listening to Bloomberg all day long in the background and feel like I've done very well. This portfolio was at about 100K deposited on Oct 2024- added about 30k more since then

Investment thesis:

Aggro-conservative mix: Given the current volatility, I try to keep a 70-30 mix in favour of equity, but my conservative side is somewhat market linked too so its not conservative in the traditional sense.

This aggro portfolio: I track about 150 names across industries and have a good idea of where the wind is blowing, what underlying trends impact different sectors. I started with learning about the IT space, since that's the industry I work in and Im familiar with. Then spent a while learning about the oil & gas sector and added more sectors to my knowledge base steadily. Having alerts on different names helps a lot. I add speculative or risky plays slowly- bought Nvidia at $10 and at $180

Speculation vs S&Ping: I try not to deviate from the S&P's weighted allocations for big cap names too much. I'm trying to beat the market but don't want to be a contrarian for the sake of being a contrarian. For example, if I rate Micron very highly, I try to restrict myself to investing up to 5% of the total invested amount only and cut back when earnings turn for the worse or market sentiment dampens.

Goals:

Try to beat the S&P annually by 1-1.5% in an effort to double my holdings every 6 years instead of a traditional 8 years in a 30 year span.

Tools Used:

Personal Excel sheet - extremely detailed with so much insight that I cant really begin to describe the benefits. template from r/CSPersonalFinance
TradingView for charts- must have. The free version is great
Tipranks - Analyst ratings for corroborating trades & double-checking analyses. Free version is great

This is not financial advice. Do your research and VFV/XEQT are good if you don't have one lifetime to waste on listening to Bloomberg 24*7. Happy to answer questions

A throwback to the 90s when Narendra Modi visited the Eiffel Tower in Paris. | Modi does not matter. I can go back & open a tea stall

Narendra Modi’s early years were marked by extensive travels on foot, bicycle, and motorcycle through remote tribal areas. | India recognises 125 million Scheduled Tribes at home but denies their Indigenous status globally

Study abroad 2026: Indian students going overseas fall 31% as costs, visa rules change - India Today

Indian diaspora in China flags anti-India hate & abuse on social media; Embassy reaffirms to counter misinformation

People still do not have water to drink, no roofs over their head and no proper education for children.May 5, 2009

As a common man, I join the protest against crackdown on freedom of speech! Have changed my DP. 'Sabko Sanmati De Bhagwan.' #GOIBlocks

Indo-Canadian groups oppose demand by NDP MPs to bar Mohan Bhagwat from Canada

Punjab Vidhan Sabha clears Bill to cap private school fee hike at 5%

India presses banks to court diaspora for deposits to support rupee

Massachusetts declares August 15 as ‘India Day’ to honour Indian diaspora’s contributions

Why does WS keep changing its design & UI every few weeks?

Indian Passport Ranking Falls To 81, Down From 75 Earlier This Year

India news: Thunberg shows solidarity with CJP protesters

Indian diaspora rallies across five countries in support of CJP over Neet row

Indian diaspora protests across UK over police crackdown; seeks Dharmendra Pradhan’s resignation

Was this an attempt at a smile?

Indians are highest earning ethnicity in US , UK and Germany

Are we allowed to take binoculars to a game at the Rogers center? We have some slightly big ones used for birding

Would Go Trains be the best way to commute to Toronto for the World cup games?

45%+ over 1 year | Self managed & Heavily Researched high-growth portfolio