My personal portfolio
A glimpse into what I invest
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My Personal Portfolio: What I Own and How I Execute
In this post, I want to briefly walk through my personal portfolio.
I’ll start by sharing the companies I own, followed by my historical performance on a CAGR basis. I’ll then explain the broker I use to execute these investments and why that choice matters for long-term compounding.
My Investment Criteria
The companies I own are selected based on a framework I have written about previously in my post “The road to become a successful quality investor”
In short, my investment criteria are:
The business must be understandable, with a simple structure and business model.
It operates in an industry with structural tailwinds that support organic top-line growth.
It has attractive normalized unit economics and high ROIIC, driven by sustainable competitive advantages and strengthening economic moats.
It maintains a thoughtfully financed balance sheet, allowing it to endure downturns and invest through cycles.
It is run by management teams with a long-term mindset, integrity, and demonstrated skill in operating the business and allocating capital.
These criteria act as a filter. Not every company scores perfectly, but every holding in my portfolio meets these requirements to a degree I am comfortable with as a long-term owner.
