WAB - What I've Learned From 5 Years Of Running A Growth Portfolio

• The Project $1M portfolio, a tracked growth portfolio on Seeking Alpha, turns 5 years this month.
• The portfolio has returned 22% p.a. over this period, providing satisfactory performance vs. the S&P 500 and the Nasdaq 100.
• Having competitively advantaged positions with tailwinds to drive growth has helped, and buying them when nobody wants to own them is even better.
• Founder risk is particularly pronounced in the portfolio, as is regulatory risk.

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