My Performance Since 2018 + Opportunity (LibertySirius) + Strategy (Apple Buybacks vs Value)

Here is my performance given that 2018 for my design portfolio, the existing opportunity and the method I find finest for investing today.

My enthusiasm is to search for low threat high reward investment chances. I use my accounting skills and investing experience in order to discover intriguing investment concepts that provide the possibility to lead me towards my financial goals.
If you are a sophisticated financier trying to find in depth, independent stock analyses and investing concepts, here is my STOCK MARKET RESEARCH STUDY PLATFORM (organization and sector threat and reward analysis, my portfolios):.

STOCK MARKET RESEARCH PLATFORM:.

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0:00 My Performance.
7:30 Liberty Sirius Chance.
10:30 Strategy.

My Performance Since 2018 + Opportunity (LibertySirius) + Strategy (Apple Buybacks vs Value)

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About the Author: Richard Money

33 Comments

  1. Share some psychology traits that you’ve learned to improve one others investments. Would love to hear your idea’s and view on some topics. A lot of them a spreaded out over your video’s, but might be nice to have one compact video dedicated to it.

  2. I am on board of your platform for very long time, and I just love your analytical skills and your honesty. I hope you will keep on going.👏👏👍

  3. Hi Sven, thanks for the video! I still don’t understand why the stock is down 30% in the last months if it’s considered an opportunity, counting also Buffet buying it

    1. They are buying back shares so the money that is being used will go to the sellers of those shares.

    2. @@Laszloh_Kovacs yeah, but this will happend only after they do all the buybacks, while Buffet is selling before the buybacks.

    3. @@stoyan9544 so far. It just depends on whether he keeps trimming or not. Either way, he probably wouldn’t buy apple at these prices so I’m guessing he doesn’t like that apple is buying apple at these prices

    4. Apple is buying the stocks Buffet is selling. And being the P/E that high, the stock is likely not reaching again that high

  4. You can invest in mediocre companies and with proper usage of options strategies you can do solid job.

  5. On the topic of Apple Buy back, apple itself is buying back shares at 3% earnings while T bills are earning 5%, which is crazy.

  6. The question is if it’s really worth to put so much energy time into single stocks and not just simply put the money into an index funds and use the energy and time to find additional cashflow investments

    1. Odds are his returns will still be relatively stable when the market flips. Something that cannot be measured by performance is risk exposure, which would probably be lower than market average. If you break the 13.8% per year down, you can see variance is high. Goal is to keep money safe while growing it at decent pace. If you look at the market you would have been investing in to get 13.8%, safe would not be the word you would use.

    2. Agreed. Just put your money in some index funds and you will be fine in long term. Don’t try to beat the market because we, as retail investors, will most probably lose money!

    3. I would agree but the market valuation is so sketchy. Maybe market is right but who knows

  7. Respect to you for being honest about your performance in this video, Sven. Fundamental absolute value investing usually lags the market in these exuberant markets, but you still made a good return with lower risk than the market. That will most likely pay off in the future.

  8. Sven, exeptional insight about W. Buffet and Apple, thank you! ❤ Was laughing about giving self mark 4/10, nobody will buy a research platform! 😂

  9. Do these figures include the period when you sold everything a couple of years back ?

  10. 🗽 Sven, what do you think about BTI?
    It looks so cheap. The question is, can BTI hold the earnings long-term?
    .

  11. Just put your money in some index funds and you will be fine in long term. Don’t try to beat the market because we, as retail investors, will most probably lose money!

  12. People need to take responsibility for their own money. I am a very happy to be a subscriber to your platform because I don’t just copy what you do. You found Kyndryl for me at its bottom and did a pretty good analysis and it has made me a good return. You, however, did not like the stock (and I respect that!). The quality of your research, and the thousands you saved me by convincing me to sell traps like AT&T and Bayer have been amazing.

  13. My cagr over the last 5 years has been 35%.

    Two caveats to that I only started throwing in big money basically in 2022 and 2023 when a bunch of amazing businesses were at a steep discount so I don’t think I can sustain that, I just happened to time the massive outlay of capital at the right time, luckily I moved jobs and was able to earn and save a lot more.

    Over that time I went from basically $0 to six figures, the best decision I ever made was to start investing and the second best decision I ever made was to learn about how to analyse companies. I still do index investing in my pension and all my employer contributions still go into indexes but for my own portfolio funded out of take home pay I’m picking the companies myself.

  14. Sven is a reliable underperformer! Furthermore he sold his portfolio completly 1 year ago and started new. Really bold to brag about his performance here

    1. Before that he made a lot more. And even more in the future mostly when the ETFs drop to more normal levels he will do fine still.

    2. this is since 2018 my guy. how does 6 years justify reliable performance? get a grip bud

  15. PayPal now has a very attractive P/E, strong free cashflow, and a new customer focused CEO. Time to take another look?

  16. Hi Sven, this comment comes from a lot of curiosity and only little criticism. The market’s 50 year average is 10+%, Buffet got 14.6% on his billions while keeping 1/5 in cash, and yours is 9.8%. You admit that your performance is 4/10, but also claim “it is OK”. The cost analysis says otherwise: you spent years researching stocks and other people spent some time reading/watching your research. It seems like a lot of effort for little/no added return. Am I missing something here? Is one to simply believe and hope that your future returns will be better because “you have learned”? I still enjoy your analysis videos a lot, be well.

  17. Sven you’re obviously a very intelligent guy, you should do an analysis of the opportunity cost of spending 40+ hours a week researching stocks in order to underperform the market by 4.5%. I don’t know how it is in Europe, but in the US, specialized physicians like surgeons, cardiologists etc earn upwards of $400-500 per hour. I imagine if you did something like that and invested in index funds, rather than making investing research your day job, you would probably come out 10-20 million dollars ahead by the end of your life

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