The Art of Value How I Got 30% Stock Portfolio Gain in Q1 (No AI Stocks)
My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps:
00:15 Stock portfolio performance
01:46 Stock 1: Topicus
04:36 Stock 2
05:25 Stock 3
06:10 Stock 4
07:46 Stock 5
08:54 Stock 6: Tiny Ltd
10:47 Stock 7
11:36 Stock 8
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Related episodes
Next Compounding Beast? Constellation Software Spinoff Topicus https://youtu.be/5O2srvIx_AQ
Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY
A Next Gen Warren Buffett? Tiny's Andrew Wilkinson https://youtu.be/-fs9P_phqfQ
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.