David Rolfe Stock Portfolio | 3,234% in 30 Years
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- Опубликовано: 9 июн 2024
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In the last 30 years David Rolfe achieved a result of 12.4% annually, and at the same time the S&P5000 result was 10.2%.
Let's go through the history of his top 10 investments. And see what we can learn.
🗃 Content:
0:00 David Rolfe Results
2:01 United Health Group
2:52 Motorola Solutions
4:25 Copart Inc.
5:36 Microsoft
6:36 PayPal Holdings
7:45 TSMC
8:52 Apple
10:46 Visa
12:15 Alphabet
13:01 Meta Platforms
14:08 Final Thoughts
#DavidRolfe #superinvestors #stockportfolio
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I am not a financial adviser. This video is for educational and entertainment purposes only. Seek professional help before making any investment decision.
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You touched up on a very important topic at the beginning of this video. When I discuss market with anyone, that is the level of detail I like to go into. One of my questions to Pabrai this week in Toronto was - "How much more in percentage an individual investor must gain over S&P 500, to justify the time and effort someone is putting into picking up individual stocks?". I was very surprised by the answer I got. He said "1% should be good enough". May be he meant, in the long run, that 1% annual difference will probably have a significant effect. I will share with you first hand information of someone who I know extremely extremely well. I was more curious about his numbers after I heard Pabrai's answer. As of 31 Mar 2024, his 5-year annualized was 18.33% vs. market's 15.05%. That difference of annualized 3.28% gave him a cumulative 5-year return of 132.04% vs. market's 101.57%. A 30.4% cumulative difference over 5 years. The power of compounding!
Yes, that is the real game changer. Munger had so many great sayings, but "Never interrupt the compounding." Is one of my favorites.
great video :D
Could be possible to edit a video related to your portfolio and explain how to build it for rookies? :)
great content
Thank you. I'm glad you like it. 😊
Thanks!
Thank you very much. 🙏
A great lesson: don't be in a hurry to take profit, stay long and let a great company grow over time. I hate selling a position unless the fundamentals and outlook are deteriorating.
I also see it the same way. It's easier when you start to think about a company like an owner. If the company is doing well, there's simply no reason to sell. However, when the price becomes very high, it can be quite difficult to hold on 😊.
Mr. Bald Investor, your video demonstrates the strategy of buying stock/shares in great businesses and holding them for a very long time. All one needs is 1-3 real big winners in one's portfolio and it will lift the entire portfolio return (% ) beyond one's expectations. The whole idea of buy/sell, buy/sell is just not necessary to achieve good long term results.
I believe that investors like Buffett, Spier, or Munger are great examples of long-term investing and the results this strategy can create. Compounding is a powerful force. Thank you very much for watching.
Wanted to pick your brain on something. This is something I have been thinking about since a long time and I am going to make the calculation too. We always talk about investing something 10 or 30 years ago. In your example, we invested $1000 about 30 years ago and the gain is 18,426 (~1742%). My question is - in addition to investing $1000 about 30 years ago, let's say we continuously invest specific amount of money every month or every 3 months (irrespective of which way the market is going to take advantage of market downturn) - what would the return be? Of course the dollar amount will be much higher but what about the percentage again? I am thinking it would be significantly more than 1742%. Am I correct? If yes - why bother picking up individual stocks?
If I understand you correctly, you are talking about Dollar Cost Averaging. You buy every quarter regardless of the price. That is a very interesting question. I probably should make a video about it.
In such a scenario, the percentage gain would be smaller if the stock is going up over time because your average buy price would be higher. However, if the stock was going down, then your losses would also be smaller (percentage-wise) because your buy price would be lower.
I have been investing for my youngest daughter since October 2021. I just buy VOO for her. Basically, until June 2023, the stock was down. But I was buying every quarter, so her buy price got lower. Since that time, VOO's return was 16.67%, and my daughter's return is 17.89%.
But if the stock was going up all the time, her return would actually be lower than VOO since the first buy.
I hope that helps.
@@BaldInvestor Yes, I am referring to dollar cost averaging, and the example of your daughter explains it very well. Her VOO's return is pretty much the same as S&P 500, which is not surprising because VOO should mimic S&P (Market did very well in October and the actual return depends on which day exactly you started investing. If I take Oct 15 as the starting point, S&P's return as of today would be 14.6%). Anyway, the bigger point I am saying is that her percentage return is 1.22% above VOO. Everyone talks about how difficult it is to beat the market. What I am saying is that - instead of money going into her VOO account every few days / months, why don't you make the process manual. That is, you only invest on the days when the market goes down. If it goes down only 0.3% you invest smaller amount. If it goes down 1% you invest more. Remove the automatic process out of the picture.
That is an interesting idea. It is a bit close to timing the market and can result in missing a huge spike in price that happens just a few days a year. But since it is only a small percentage of the entire investment, it could make sense. Interesting.
@@BaldInvestor No no. I think you are misunderstanding me. You are saying that you invest very often in VOO for your daughter. I am not asking you to change anything regarding that. All I am saying is that, instead of "additional money" going in every month on a specific date (automatic process), you add manually on the days when the market is down. The returns on both the automatic and manual process is random and I am not seeing a situation where you are going to miss anything.
OK, now I got it 😊. Thanks for clarifying. 👍
the video is buffering like hell, dont need 4k
You can change the quality in your settings. You can find them in the bottom right corner. Hope that helps.
Do not sell. Ever.
My man.. my take away from the video. I have a nice stream of dividends and interest to help.