A/X Growth™
The A/X Growth Portfolio is an investment management model run by Roy Philipose that delivers sustainable above-average market returns.
Disclaimer:
Investments may lose value.
Quick Facts
Category: Large Growth
Objective: Capital Appreciation
Strategy: Long/Short Equity
Focus: Long-Term Growth
Goal: Outperform the S&P 500
Stock Selection Factors
Leaders in the Field
Good Management
Growing Revenue
Product Demand
Cash Flow Generation
Competitive Edge
Insider Ownership
Safety of Margin
Favorable Risk/Reward
Visionary Founder
Popular Basis
Needs Basis
Large Caps
Large Moat
About A/X Growth Portfolio™
The A/X Growth Portfolio seeks capital appreciation on a primary basis and capital preservation on a secondary basis. A/X Growth is a focused and non-diversified group of high-quality stocks and investments. The investment strategy is long/short with a long-term focus. There is a minimum number of ten positions and a maximum allocation for any one position of 20%. The model was founded by Roy Philipose in 2015. The A/X Growth Portfolio outperforms the S&P 500 Index regularly.
2020 Performance:
A/X Growth: 178.5%
S&P 500: 15.7%
2021 Performance:
A/X Growth: 102.7%
S&P 500: 26.9%
2022 Performance:
A/X Growth: -8% (estimate)
S&P 500: -19.95%
2023 Performance:
A/X Growth: 47.9%
S&P 500: 24.7%
2024 Performance:
A/X Growth: (YTD)
S&P 500: (YTD)
About Roy Philipose
Roy Philipose has passion and skill for picking stocks. He uses common business sense, real-world experience, and fundamental analysis. Roy has learned from the writings of Peter Lynch, Warren Buffett, Philip Fisher, and Robert Kiyosaki. He has worked in the securities industry since 2016 and has been a retail investor since 1997. Roy is from Philadelphia, PA.
Experience: 27 Years
Certification: SIE, Series: 7, 63
Education: BA, SNHU 2022
Finra: Brokercheck
Blog: Roy Philipose Stocks
Contact
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