The harsh portfolio!

There are likely numerous ways to make money and that is the primary purpose of investing.

1. What matters is portfolio returns and not individual stock returns.
2. The actual returns are only known to the person who is doing the investing. Investing is an individual sport which is not in competition to others. So beyond a point there is no point in such discussions.
3. The idea of investing is not necessarily to follow a more publicly defensible/popular idea. If I cannot explain my idea clearly and am still making money, I am happy to follow that. Ideas can be complex.
4. My purpose of being in this thread is to get ideas passively and not debate. At least not debate the basic approach of the author. This thread has been incredibly useful to me – in terms of making money by getting ideas.

Certain ideas (like “consistent compounders”) are more popular but we can never know the actual returns made by its practitioners. But investing is not about popularity of ideas rather than XIRR made on the portfolio.