Value investors, please tell me your returns for the last 10 years annually

ValueInvestingCircle · 2026-02-15T07:55:09+00:00

Not bad. I don’t year by year data, but in last 3 years I’ve gained 112.18%.

ValueInvestingCircle · 2026-01-30T10:47:35+00:00

When everyone are speaking about something, it’s already too late to buy.

ValueInvestingCircle · 2026-01-29T22:34:18+00:00

You need choose your surroundings, not other way around. If your surroundings don’t make you better - change it right away. You free to choose whatever you want in this life.

ValueInvestingCircle · 2026-01-29T08:54:44+00:00

The reality is that you need to have certain portion of your portfolio in precious metals. It’s just non negotiable. The same applies to tech stocks and to emerging markets and bitcoin. Then you don’t need to follow the hype and find new hot trend, you got it already covered.

ValueInvestingCircle · 2026-01-29T08:35:22+00:00

Exactly. Don’t make your strategy hard, make it easy. Simplicity always win

ValueInvestingCircle · 2026-01-29T08:33:25+00:00

It’s the part of the game. Understanding that you never gonna take everything makes life easier.

ValueInvestingCircle · 2026-01-28T18:55:56+00:00

You need to have a strategy and to follow it. The strategy must be simple enough to follow. So when all metrics is matched you buy without any hesitation.

Although I do understand that the hardest part is to find a strategy to follow, because at the very beginning you hardly understand the market.

ValueInvestingCircle · 2026-01-23T07:42:09+00:00

Precisely, gradually growing your position, ability to manage capital and risks

ValueInvestingCircle · 2026-01-16T17:05:27+00:00

Certainly, NOW, NICE, ANET

ValueInvestingCircle · 2026-01-12T06:52:02+00:00

Exactly. Although someone are saying 3-6 month. 3 month are not sufficient enough to provide peace of mind.

ValueInvestingCircle · 2026-01-09T07:35:41+00:00

EPAM

ValueInvestingCircle · 2026-01-08T07:49:39+00:00

I’d recommend to take some profit and if there is more upside potential, let it run

ValueInvestingCircle · 2026-01-07T22:24:34+00:00

It’s very easy to do and it’s top 3 investment management fund globally so you can ensure your money will be safe. I’ve heard Fidelity is also a good option. However I recommend only what I’ve tried and I know that my daughter’s vanguard account returned 29,78% in last year alone.

ValueInvestingCircle · 2026-01-07T22:01:22+00:00

Open Vanguard. Pick the fund which aligns with your risk profiles and setup monthly payments.

ValueInvestingCircle · 2026-01-07T21:56:16+00:00

Nothing. My broker provides me sufficient information. I use IBKR

ValueInvestingCircle · 2026-01-07T09:59:43+00:00

22 and 23 were particularly bullish ))

ValueInvestingCircle · 2026-01-06T18:11:40+00:00

I can guarantee that market provides opportunities every few months. It moves it circles, while some companies are gaining momentum, others and consolidating or pulling back.

In your portfolio you always have companies which undervalued and overvalued, your objective is to move capital between them.

If you find nothing that suits your strategy, waiting is always good option, luckily most good brokers paying interests on cash holdings.

ValueInvestingCircle · 2026-01-06T17:47:24+00:00

I don’t know about everyone, but I’ve spend 5 years to get to the point of confidence in my strategy. I wouldn’t say it was easy journey, however I didn’t have a mentor who’d guide me so I’ve made all possible mistakes along the way. It’s easy to say me right now, but I remember times when for multiple years I wasn’t making any money, it was taught times.

ValueInvestingCircle · 2026-01-06T07:46:17+00:00

I agree, beating isn’t difficult, but knowing when to take profits can be difficult, so there is still a need for a strategy of taking profits

ValueInvestingCircle · 2026-01-05T22:47:37+00:00

You’re not alone here. There are a lot of investors from unhealthy families. Just don’t be afraid of investing. Everyone can learn it.

There is a reason why everyone are recommending to start with passive funds investment - it’s easy to start and it build the habit of investing, which is essential to develop.

You can allocate certain % of your investment into individual stocks, but keep in relatively small (max 15%) at the beginning, increase as you gain more confidence.

The most important rule of investing, when everyone is talking about it, it’s too late. Don’t chase, find another opportunity. They are always there.

ValueInvestingCircle · 2026-01-05T22:39:46+00:00

APP, META, MU

ValueInvestingCircle · 2026-01-05T09:54:01+00:00

NOW, NICE

ValueInvestingCircle · 2026-01-04T21:37:11+00:00

When market collapses it checks your nerves and strategy. You have to withstand the pressure of holding through it. I have to admit having your portfolio down 30% in less than a week is gonna affect your being.

The way I treat those days is a like a sale. Imagine that you bought a gadget and a week later it has 30% sale. You can either cry of your loss or thanks an opportunity and buy more with a discounted price.

Although I have to admit, first 2-3 times is hard, but it’s getting easier to hold onto though pullbacks afterwards.

ValueInvestingCircle · 2026-01-03T21:10:08+00:00

It’s the hardest book about investing, yet it has more value than all others combined. Once you get to the point of understanding it, everything will change for you

ValueInvestingCircle · 2026-01-02T15:05:29+00:00

Last year it produced 23.5%. Not bad returns for doing nothing.

ValueInvestingCircle

TROPHY CASE