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1) I became active on FinTwit in Feb '19 and since then, many have questioned my investment strategy and criticised me for owning unprofitable and overvalued 'bubble' stocks.

We are passing through the worst crisis/recession in decades and here are the YTD returns of my stocks -
2) Here are the YTD returns of my remaining stocks -

Chart from @ycharts
3) Finally, here are the YTD returns for the popular indices.

For months, I was told that my 'bubble' stocks were high risk; that they were ticking time bombs! And how a diversified approach was way better than my 'tech' portfolio.

Well, you can be the judge.

Chart - @ycharts
4) For the sake of disclosure, I ought to mention that my strategy is heavily influenced by Phil Fisher and Peter Lynch.

So, credit goes to them; I am merely their student.

IMHO "Common stocks and uncommon profits' by Phil Fisher is the best inv. book ever written.

The end.
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Keep Current with Puru Saxena

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