My portfolio 22


I manage highly concentrated portfolio. Top 10 stocks account for more than 85% of total portfolio value.

What are they? I used to post all my portfolio holdings here but I am no longer able to post them anymore.

However, you can easily find out what the major holdings are by reading through my blog posts (the key ones are posted below). Hope you don’t regret your time here.


5 Key Tips to Boost Your Investment Returns Today!

11 most important Warren Buffett’s stock picking tips, especially 7th one.

How to save $200,000 in 6 years and retire before 45

50 most insightful Warren Buffett quotes that you need to read to be rich.

Legendary investor Peter Lynch’s Top 13 best stock picking tips from ‘One Up on Wall Street’

Why Quality Matters the Most- Linamar, MTY, Enghouse, CGI Group and Google

Investing is Art, Science and Your Own Homework.

Why is Cash the King when investing?

One question you must ask yourself before buying any stocks

My one of the most stupid investing mistakes- BUY IT WHEN YOU CAN!

Insider ownership is almost everything when it comes to stock performance2017/02/05

Can you save $10 a day? If so you will be a millionaire in about 30 years.

Do you know how much your CEO make?

Why I strongly dislike all time high stock markets and Buffett seems to agree with me?

Why is a liberal arts degree useless?

Canada’s Warren Buffett, Mark Leonard’s Constellation Software

Constellation Software’s another blowout earnings under Mark Leonard, the best capital allocator in Canada or possibly in the World!

Constellation Software and MTY Food Group’s blowout quarter

Canada’s Warren Buffett, Mark Leonard’s Constellation Software growth story continues with Q4 earnings results

Top 30 performing TSX stocks for last 3 years. Can you guess what the top performing stock is?



I see stocks as my employees and trust me I am their worst nightmare. 👿

I perform my rigorous screening process from tens of thousands applicants.

I select only 30-40 employees to interview then I hire only 1 of the best at a time by paying him/her upfront payment.

Once employees are hired, I pay them nothing.

No pay, no benefit, no holiday… 😡

I infamously enforce 24/7 working hour policy.

They cannot walk off and I only can fire them based on their performances.

Strangely, 😯  they have been bringing in more and more money everyday to me and even bringing their friends to sign the employee contract for free!!

I guess life is good 😀


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22 thoughts on “My portfolio

    • Be Smart Rich Post author

      I love VTI as well although I will have to break it down a bit when opportunities arise on individual US stocks. Can’t wait to add another 30-50 more companies. Well what can I say? I am addicted 🙂 Thanks for stopping by.


  • Financial Forager

    Nice selection of companies. We own a few of the same companies. I like your selection of bank stocks. That is one sector I need to expand on. Looks like you are well on your way to reaching your goals. I like your quote ” I see stocks as my employees”. As long as they keep paying out then there the best employees! Good luck.

    • Be Smart Rich Post author

      Yes, I think I am getting closer and closer. I can’t help myself but buying more of great companies at great prices under this volatile market. Bank stocks are great and you will do great with them if you are aiming for 5-25 years down the road as they have been hit hard lately. Thanks for stopping by Financial Forager!