(Note: I am not a trained/licensed financial advisor, nor anything similar. I cannot give paid advice.)
My thoughts
- My financial/investing philosophy
- Individual detailed results
Saul’s Investing Discussion on Motley Fool site
Saul’s Investing Discussions board is my main source of investing information. It does require a free registered account on The Motley Fool. The Motley Fool is a great place to start for someone learning about individual stock investing. Saul’s board is not – it is for experienced investors.
What’s so special about Saul’s Investing Style?
Well, it works, and for almost 30 years. I won’t try to describe his philosophy here now, but it is available from the link above. Starting from 1993, here are his yearly gains are listed below. These percentages include funds withdrawn for various purposes, FWIW. Taking those gains and multiplying year over year, each $1 in 1993 becomes $744.97 by the end of 2020.
| Year | % Change |
|---|---|
| 1993 | 21.4% |
| 1994 | 15.4% |
| 1995 | 43.4% |
| 1996 | 29.4% |
| 1997 | 17.4% |
| 1998 | 4.9% |
| 1999 | 115.5% |
| 2000 | 19.4% |
| 2001 | 46.9% |
| 2002 | 19.7% |
| 2003 | 124.5% |
| 2004 | 16.7% |
| 2005 | 15.6% |
| 2006 | 8.6% |
| 2007 | 22.5% |
| 2008 | -62.5% |
| 2009 | 110.7% |
| 2010 | 0.30% |
| 2011 | -14.5% |
| 2012 | 23.0% |
| 2013 | 51.0% |
| 2014 | -9.8% |
| 2015 | 16.0% |
| 2016 | 2.5% |
| 2017 | 84.2% |
| 2018 | 71.4% |
| 2019 | 28.4% |
| 2020 | 233.3% |
My Own Investing Data
I’ve been investing individual stocks for over 20 years. Only when I started following Saul’s board did I start doing particularly well. So my own data looks like this. So for me, each $1 in 2016 becomes $14.53 by the end of 2021.
| Year | % Change |
|---|---|
| 2016 | 4.5% |
| 2017 | 78.8% |
| 2018 | 66.9% |
| 2019 | 38.3% |
| 2020 | 181.0% |
| 2021 | 20.5% |
Why Am I Putting This Here
That’s pretty easy. I am simply hoping to encourage some folks to take charge of their own financial futures, and to let others know that it does not require reliance on paid experts nor blind faith in others. I’m happy to share my learnings, as well as to help when I can.
You can email me at host@helfrickian.com
D Helfrick 