π Welcome to My Strategy
π Hi, Iβm a software engineer turned investor. I stick to what I know best - tech (software, semiconductors, AI, cloud) - but I also research across sectors to broaden my view.
My guiding principle: invest in businesses you truly understand.
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π How I Invest
β’ Core Focus: Long-term growth in tech and innovation.
β’ Across Sectors: I also hunt for opportunities in healthcare, REITs, and select growth names outside tech.
β’ What I look for:
β Clear mission
β Strong management track record
β Healthy financials
β’ Analysis Style: I use fundamental analysis to choose companies, and technical analysis to help time better entry points.
β’ Strategy: Build positions over time, trim into strength, add on quality pullbacks. Instead of holding much idle cash, I add capital when compelling opportunities arise.
β’ Risk: Around 1-2% of my portfolio goes into higher-risk, high-reward ideas. I focus on compounding wealth, but I believe selective risk can create outsized returns.
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π Track Record
β’ 2023: +54.53% π’
β’ 2024: +75.49% π’
β’ Strong performance so far in 2025 - though of course past results are not a guarantee of future returns.
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π What to Expect
β’ Weekly snapshots of portfolio performance
β’ Monthly updates with deeper context and analysis
β’ Company spotlights when I find businesses worth a closer look
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π‘ My View
Investing isnβt about chasing hype - itβs about understanding the story, the numbers, and the people behind a business. I balance conviction with discipline
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π Thinking about copying?
Size it to your own risk tolerance, and give it time. This strategy is built for long-term compounding, not quick flips.
Happy to answer any questions in the comments π... Show More
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Fri Nov 14 2025 20:47:18 GMT+0000 (Coordinated Universal Time)
