Welcome to accumul8, a premium investing follow my portfolio service from Stock and ladder
In one sentence: #accumul8 is a follow my portfolio service which aims to build immense wealth through long term investing in stocks of outstanding companies.
accumul8 Portfolio aims to invest in Bluechips at Reasonable Price (BARP) and own a collection of outstanding companies a.k.a - “Build your Berkshire”, inspired by Punchcard Investing.
#accumul8 Portfolio = (A) Blue-chips At Reasonable Price + (B) Build Your Berkshire + (C) Punch card Investing
Let us look at each of these components
A. Blue-chips At Reasonable Price
“Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, ten and twenty years from now”
- Warren Buffett 1996 Shareholder letter
The bedrock of the strategy aims to buy Bluechip stocks at a “rational” price and not aim for absolute bargains. There will be no Christmas card shopping in January.
Happy to pay a reasonable price and if the market gives an opportunity to add to existing positions at a lower prices the “More of the same can only be wonderful”.
B. Build Your Berkshire
Charlie Munger, Berkshire's Vice Chairman and my partner, and I want to build a collection of companies both wholly-and partly-owned that have excellent economic characteristics and that are run by outstanding managers. Our favorite acquisition is the negotiated transaction that allows us to purchase 100% of such a business at a fair price. But we are almost as happy when the stock market offers us the chance to buy a modest percentage of an outstanding business at a pro-rata price well below what it would take to buy 100%.
- Warren Buffett, Shareholder letter 1995
At accumul8, our goal is to own a collection of outstanding companies in our Portfolio.
C. Investing Punch-card
“I always tell students in business school they’d be better off when they got out of business school to have a punch card with 20 punches on it. And every time they made an investment decision, they used up one of their punches, because they aren’t going to get 20 great ideas in their lifetime. They’re going to get five or three or seven, and you can get rich off five or three or seven. But what you can’t get rich doing is trying to get one every day.”
- Warren Buffett
Punchcard Investing is a philosophy that ensures that we think through each “Investing Punches” very carefully before we pull the trigger.
While there will surely be more than 20 punches in the accumul8 Portfolio wherever the lifetime punch is being used up, we will highlight the same for our subscribers.
Read more about accumul8 philosophy here.
Access to accumul8 Portfolio
Same day trade alert with actual screen shot
A Detailed Profiling of 1 stock to help you create a quality watchlist
Quarterly review with rebalancing if any
Highlighting Punch-Card Stocks
Access to Historical trades
You can read everything about the accumul8 portfolio : investing horizon, portfolio allocation, number of trades expected and much more in our detailed FAQ.
Sample Stock Analysis