Navigating Decade-Long Investment Strategies

This chapter reviews a ten-year portfolio performance, comparing personal investment returns to market benchmarks while stressing caution in public disclosure. It explores strategic shifts towards capital preservation versus aggressive growth, the significance of entry prices, and the balance of risk in investment choices. Additionally, insights into selecting fund managers and adapting to market conditions are discussed, highlighting the evolution of investment philosophies over time.

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Episode notes

On today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - How Stig’s portfolio has performed over the past 10 years.

06:29 - Why Stig invested with Mohnish Pabrai.

28:32 - How private investments fit into Stig’s portfolio.

33:53 - Stig’s biggest investment mistakes.

40:17 - Why investing in Alibaba was a mistake.

46:21 - Stig’s biggest winners.

58:32 - How his approach has changed over the years.

1:08:46 - Whether TIP will ever launch a fund.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Stig’s blog post on his portfolio and track record since 2014.
Learn more about The Berkshire Summit.
Track your portfolio with Sharesight.
William’s book: Richer, Wiser, Happier.
Episode Mentioned: TIP442: Investing in Stocks w/ Mohnish Pabrai | YouTube Video.
Episode Mentioned: TIP606: Multi-Bagger First Principles w/ Ian Cassel | YouTube Video.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
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