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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (78986)1/22/2026 8:22:49 AM
From: E_K_S  Read Replies (2) of 79043
 
Have you made any sales or rebalance of your portfolio? If so what are/were the percentage as a total for your adds, on partial sales did you calculate the CAGR (were they short or long term trades?).

Many rebalance their portfolio at the end of the year and/or add/start new positions. To put those adds in perspective, the weighting is important.

I typically never close out a winning position but will peel off a few shares and redeploy that capital. Not sure how many positions you own but it might be interesting to see top 10, % of portfolio and the CAGR for the position based on the date you bought and value if you sold today.

When I have done this analysis, I find holdings over 6 or more years the CAGR is close the $SPX CAGR for the same time period.

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When I did this across my different portfolios, I find in many cases it's best to just hold a diversified mutual fund especially for buys held over 10 years. That's why I hold several Vanguard Funds many started 25 years ago.

There are a few outliers that have and continue to outperform like KLAC & AMAT. Even my micro cap AMNF generated a CAGR +26% over 15 years including dividends. Over the same 15 years the S&P 500 averaged roughly 13-14% CAGR .
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