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Mingyang Fang's avatar

This is a great article! One question I have is what are the market cap of the companies that you usually invest in ?

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The Value Road's avatar

I usually invest in companies under a $500 million market cap.

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yr capital's avatar

Lol cherry picking dates to look positive. Bro is negative ytd but ain't man enough to say it

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The Value Road's avatar

Apparently I can't comment images but yes I am currently down 6% YTD. I was down YTD last year too before my investments took off and began to beat the market significantly. I had beaten the market when my brokerage account was with TD Ameritrade before Schwab bought out their retail investing accounts too. I bought a lot of stock during the volatility that these tariff threats have created and have a fair amount of confidence that these positions will do well over the next year or two. Catching falling knives can have a significant negative effects on your portfolio performance short-term though.

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