The Conservative Saul Investor

Investment Analysis Clubs Saul’s Investing Discussions
1

So let’s say you think Saul’s style is risky becuase it is so concetrated and full of young stocks, how could you sleep better at night?

Well, here is the data from Saul’s last monthly post
To quickly summarize:
So far this year my portfolio is up 86%%
For the trailing 12 months it is up 130%
Since January a year ago it is up 243%

So, if you could mimic Saul, you could then put 50% of your money in cash and 50% in the Shadow Saul Portfolio. What could be safer than 50% cash? That means your numbers would have looked like this…

To quickly summarize:
So far this year my portfolio is up 43%%
For the trailing 12 months it is up 65%
Since January a year ago it is up 121.5%

Gosh, not bad. Still crushed the market.

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I put about 6% into Saul’s stocks at the end of January. They’re up 68% so I’m happy. Rest of my money is in various index funds and up about 10% excluding the Saul basket and I’m happy about that, too.

Thanks to Saul and the other regular contributors for making this board what it is.

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This is really close to what I do. 50% is in these high growth stocks (plus PSJ). The other 50% in boring names like Apple, Amazon, Netflix, Nvidia, plus a large helping of AIEQ. I only started the high growth stuff 7 weeks ago, but I’m up 28% year to date, nearly triple what the S&P 500 has done.