Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (78986)	1/22/2026 8:22:49 AM
From: E_K_S	Read Replies (2) \| Respond to of 79029

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. --------------------------------------------------------- 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 .

To: bruwin who wrote (78986)	1/23/2026 4:41:21 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79029

Talking about gold on a value thread OT? Ok. I will follow you with a small starting buy of OR. I can't see a reason why gold will go down in value. I can see an elevated price and maybe there's no further rise, but I don't see why the price of gold might move substantially lower. It might; but in our current geopolitical environment I don't see it. Gold mining companies though, that I can see where some might be losers: A country risk and the mining company only operating in that country; a major mine and a mining catastrophe with it; mining company focused on several minerals, not just gold; mining company with too much debt; mining company running low on its resource. OR Royalties looks like it is diversified, and I like that i it has low debt to equity. Apparently they have recently bought back shares.