Insights gained from 12 years of managing an equity investment portfolio

Insights gained from 12 years of managing an equity investment portfolio

  • by Billy |
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My thought process has definitely evolved from when I started blogging and managing my portfolio before the global financial crisis in August 2008.

I will be posting these insights in a number of parts in the coming weeks.

About Post Author

Billy

After qualifying as a chartered accountant in the UK and working in London for a leading technology company, I moved to Hong Kong in 2000 where I am a permanent resident. I was the original founder of globalstockinvestingtoday.com where I presided over my portfolio during the 2008/9 financial crisis and posted my portfolio actions and performance with a number of his ex Nortel colleagues and friends until 2013 where due to work commitments at BT meant that I could not continue with this site. My 5 year portfolio performance during that time beat the benchmark stock indices of UK, Europe, India, Hong Kong,Australia, Brazil and Japan but not the S&P 500 nor the NASDAQ. My performance was also better than the global mutual funds that were benchmarked except for Value Partners in Hong Kong where we exchanged leads during that time.