ALOIS GRABER

Date: 26th january 2025

ANT RULES FOR INVESTORS

These are a few simple rules I follow to navigate this complex and ever-changing world. They are supposed to bring me the most significant statistical advantage while being simple and easy to follow. They are for sure not perfect, but they are all I have for now and I trust them to work in my favor. If you think some of these should be edited: Tell me! Thanks enjoy!

Condition: One wonders about what it would bring to own some other company.
Action: Don't sell anything, don't buy anything. Keep everything.

Condition: One thinks some other company has an advantage over a stock one currently owns.
Action: Don't sell anything, don't buy anything. Keep everything.

Condition: One has figured out a serious problem with a company. It has clear upside possibility and one currently owns it. (Leverage, Management, complete overvaluation (70 p/e and other measures relative to company prospects (growth. margin etc.) and others)
Action: Don't sell anything, don't buy anything. Keep everything.

Condition: One has figured out a serious problem with a company. It has clear upside possibility and one currently does not own it. (Leverage, Management, complete overvaluation (70 p/e and other measures relative to company prospects (growth. margin etc.) and others)
Action: If problem could make the bet go wrong forget about the stock. Don't sell anything, don't buy anything. Keep everything.

Condition: One has figured out an important problem with a company. It has no real upside and one currently does not own it. (Leverage, Management, complete overvaluation (70 p/e and other measures relative to company prospects (growth. margin etc.) and others)
Action: Don't sell anything, don't buy anything. Keep everything.

Condition: One has figured out an important problem with a company. It has no real upside and one currently owns it. (Leverage, Management, complete overvaluation (70 p/e and other measures relative to company prospects (growth. margin etc.) and others)
Action: Sell it or parts of it.

Condition: One has figured out an amazing bet where he could put some money in which is uncorrelated to a significant part of his portfolio.
Action: Put a significant portion (2-40%) into the company.