16% Per Year – Model Portfolio 5 Year Review (Strategy, 1 Stock)

I have actually done 16% per year over the last 5 with the Research Study Platform Model Portfolio.

Acomo Stock
Mistakes

My enthusiasm is to try to find low danger high reward investment chances. I apply my accounting abilities and experience in order to find fascinating investment ideas that use the possibility to lead me towards my monetary objectives.
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16% Per Year – Model Portfolio 5 Year Review (Strategy, 1 Stock)

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About the Author: Richard Money

39 Comments

  1. Thanks for your efforts. I’m also a private investor and I learn so much listening to your way of reasoning. Ad maiora!

    1. Thank you so much for your videos! I had a misfortune, I was diagnosed with ovarian cancer. I also created a channel and am trying to move in that direction, but so far not very successful((hy

  2. Sven I really like that you opportunistically add on o consantrated portfolio you never need more than 10 stocks.

  3. Sven I love your channel and analysis. Have you ever analysed this stock? BAM – Brookfield Asset Management Ltd. I’d like to hear your opinion.

    1. I just found it a couple of months ago. The stock under BN is the new mothership now and BAM is a spinoff. They have a quite few spinnoffs covering many industries and when u buy BN u r buying all so I think its a better deal

  4. S&P was on average 10% for the last five years, and we all know how hard it is to beat it even on a shorter time frame. Congrats.

    1. Thank you so much for your videos! I had a misfortune, I was diagnosed with ovarian cancer. I also created a channel and am trying to move in that direction, but so far not very successful((hy

  5. Hi Sven, just curious to the calculation of that 16% return? I was a member to the platform for some time few years back.

    1. I am not doing like a fund, with calculations of montly additions and values, just how much I put in and how much it should be over 5 years….

    2. @Marcus Ulpius So its not the performance of the last 5 years but you extrapolate the returns since the restart in 2022.

    1. @Value Investing with Sven Carlin, Ph.D. Thank you so much. You do a great job already. I love to learn so I never get too much information.

  6. Hi Sven To be quite honest, you should create another channel calling it, coffee table and have few knowledgeable audience that he can sit down and talk about strategies to be quite honest that’s what most people that come to the channel will be seeking and how you present and educate people to understand the business off of trading is what makes people come to your channel so you should do that not just the rush of investing on companies

  7. Do you not look for compounders with long runways? Seems like your deviating into trading cycles.

    1. I look for opportunities with low risk and good reward – the market is made of cycles, so when compounders will be cheap, I will look at those… everything is a cycle

  8. Sven swing trader, not long term investor but of course you are knowledgeable enough to win either way, well done and thank you for your hints, tips and great knowledge,👍 I’ll stick with Bogle style, never leaving the market, probably not do as well as you Sven but l think I’ll be ok 😏

  9. The more we want to get from our strategies, the more we have to choose wisely….good luck to everyone of us 🙂

    1. Thank you so much for your videos! I had a misfortune, I was diagnosed with ovarian cancer. I also created a channel and am trying to move in that direction, but so far not very successful((hy

  10. Instead of telling us to go through every transaction, just open up your brokerage account and show your true performance.

  11. The Fed is no doubt at fault when they were too slow in controlling inflation in the beginning and now they are trying to do extreme catchup. The pandemic, the supply chain issues, and the Ukraine war all contribute to this perfect storm of brewing inflation. Don’t forget the big spike in housing prices, that’s another reason the Fed is having a hard time-fighting inflation. All in all, cash in king now and milk that high savings rate if you got the cash. Good times will only last so long and bad times will fade. My advice to anyone feeling the heat in this inflation just trades long term more than ever, I have made over 218k from day trading with Judith Sherwood in a few weeks.

    1. So nice to see others who trade with Judith Sherwood, Currently I own a well-diversified portfolio (over $400k) with the help of Judith Sherwood.

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