Investing Portfolio

Excel Watchlist

Maintain an Excel Watchlist of companies (grouped by industry: consumer staples shown), applying fundamental analysis to estimate intrinsic value, assess competitive advantage, and evaluate downside risk. Screener includes analyst estimates, historical P/E, and my own quick valuation check.
If I identify a company as undervalued, I do a deeper dive analysis.

Personal Portfolio | Portfolio Manager & Researcher
January 2020 – Present

• Hours per week: ~3 on average (higher when pursuing new ideas) | Weeks per year: ~45

• Manage a concentrated stock portfolio achieving a 5-year 20.7% CAGR (compound annual growth rate).

• Follow a long-term buy-and-hold strategy across domestic and international companies, investing only at a clear margin of safety.

• Reverse-engineer investment ideas from 13F filings of superinvestors (e.g. Warren Buffett, Li Lu) to identify growing, high return on invested capital businesses.

• Maintain an Excel watchlist of companies, applying fundamental analysis to estimate intrinsic value, assess competitive advantages, and evaluate downside risk.

• Analyze company filings and financial statements to assess profitability, balance sheet strength, and management’s capital allocation decisions.

• Studied 100+ biographies and business books to strengthen qualitative judgment alongside quantitative analysis.

• Attended 5 Berkshire Hathaway Annual Meetings; engaged with the investing community, gained mentorship, and deepened understanding of long-term investment philosophies.

• Guiding principle: practice patience and discipline to avoid interrupting the compounding process.