My 2020 stock portfolio performance and 3 lessons learned

4 Minute Read

I left my full-time hedge fund job in May 2016. Subsequently, 2017 was my first full year of investing without constraints, and here are my results: While 2020 turned out...continue reading

Stock Bucket #2 – High Growth Beasts

5 Minute Read

These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of...continue reading

Yishi’s Stock Bucket #1 – Stable Cash Generators

3 Minute Read

These “stable cash generators” comprise 47% of my portfolio as of 9/30/2020. These 4 companies aren’t growing particularly fast, but I like the risk-reward trade-off. It is unlikely that any...continue reading

Yishi’s Stock Portfolio Q3 2020 Review

2 Minute Read

Here is an overview of my personal stock portfolio as of September 30th, 2020. The 15 companies I own span a wide variety of industries. US centric with global revenues:...continue reading

Hi, I’m Yishi Zuo

Tag: portfolio management

My 2020 stock portfolio performance and 3 lessons learned

Stock Bucket #2 – High Growth Beasts

Yishi’s Stock Bucket #1 – Stable Cash Generators

Yishi’s Stock Portfolio Q3 2020 Review