Decoding the Stock Market

AlexDrys said:

I can say that the portfolio is about 70% weighted to international stocks.

Click to expand...

AlexDrys said:

My objective with the text is to stimulate a debate among investors about certain falsehoods prevalent in investing. For instance, about the definition of risk.

Click to expand...

luutzu said:

'cause even a guy like me could managed to double my portfolio over the past two years. Just don't ask me how I did two years prior.

Click to expand...

willy1111 said:

Care to share any performance data compared to a benchmark Alex?

Click to expand...

AlexDrys said:

Certainly…

As of this month, my clients are ahead by 16.5% after fees since inception in Oct 2014. This is about 7 points ahead of the ASX 200. Calendar year return is about +30%. Holdings remain meaningfully undervalued. All this done while assuming as good as zero risk.

Click to expand...

luutzu said:

Click to expand...

AlexDrys said:

Great! I'm a big fan of The Office and Ricky Gervais.

Click to expand...