The OIC Growth Portfolio


So what is The OIC Growth Portfolio?

The OIC Growth Portfolio is a collection of medium-risk, high-reward stocks of companies building what the world will look like in 5 years. The portfolio takes the long view. These are mostly tech companies, as tech is the most significant force in building what’s next, pretty much by definition. 150 years ago that would have been railroads, 100 years ago that would have been oil, electricity, and automobiles. Now, it is mostly digital. The digital era, the Information Age, has ushered in immense leverage. Now, software can do work. You can build software that works like an army of people. That’s leverage. That’s taking one thing and moving many. Trains did the work of many; oil, electricity, and automobiles did the work of many. They all created immense leverage. They are force multipliers! Now, we add digital leverage.


“Give me a place to stand, and a lever long enough, and I will move the world. ”
~ Archimedes


Portfolio Performance
11-14 Jan 22

Data on 14 Jan 22

Copy-Paste the tickers as needed:

ABNB AFRM COIN CRWD DKNG GNRC INTU MELI MRNA MRVL NVDA OKTA PATH RBLX SE SHOP SQ TSLA U


The OIC Growth Portfolio Performance

An Annualized Return of 84.58%!
&
A Cumulative Return of 161.74%!

Performance data updated annually.
Active management began at end of 2019, and it has shown!

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