GHGInvest Portfolio: Crushing It Since Day One

Let’s get straight to the point. The GHGInvest Portfolio has been a rocket ship of success since January 2019. From spotting underappreciated gems to racking up insane gains, it’s been a wild ride.

But now, as of August 2023, we’re hitting the pause button on public updates. From here on out, it’s all about managing wealth for close friends and family—no fresh ideas for the public (at least for now). Let’s take a victory lap and break down exactly how we crushed it.

The Gains: Year by Year Highlights (see pictured attached for detailed situations)

2019: Planting the Seeds

2019 was all about laying the foundation, and boy, did we set ourselves up right, the simple strategy is just finding profitable businesses which are trading at less than its net cash.

  • Moriya (Ticker: 1798): Made a clean 8%. Not bad for a warm-up.
  • Sindoh Co (Ticker: 29530): Cashed out with 12% gains. Steady wins the race.
  • Token (Ticker: 1766): Nailed a 27% profit. Things were heating up.
  • Shineco (Ticker: TYHT): Boom—91% gain. Talk about ending the year with fireworks.

2020: Dodging Landmines, Finding Gold

When the pandemic hit, we didn’t panic. Instead, we doubled down on resilience:

  • China Crystal New Material (Ticker: 900250): Walked away with 58%. Steady hands pay off.
  • Dongwon Development Co (Ticker: 13120): Bagged an 85% return. Strategic positioning for the win.
  • Occidental Petroleum (Ticker: OXY): Navigated oil’s chaos for a 30% return. Skill meets luck.

The real headline of 2020? CCIV (Churchill Capital IV): a jaw-dropping 2810% gain, due to the luck of merger news with Lucid (EV trends) This wasn’t just a win—it was a mic drop. And let’s not forget, this was the year SPACs (Special Purpose Acquisition Companies) went from niche to mainstream. We rode that wave, spotting undervalued SPACs that others missed.

2021: Full Throttle

As markets rebounded, we leaned into fresh opportunities of SPACs.

  • Social Capital VI (Ticker: IPOF.WS): 92% gain. Solid.
  • Lionheart Acquisition (Ticker: LCAP.WS): 229% return. SPAC game still strong.
  • Tuesday Morning (Ticker: TUESQ): 271% pop.

2022: Keeping Calm in the Storm

When markets got choppy, we didn’t flinch. Instead, we delivered:

  • Molinos Agro (Ticker: MOLA): Banked 60%. Agribusiness FTW.
  • Forest Road Acquisition (Ticker: FRX.WS): 150% gain. Another SPAC masterstroke.
  • Smart Employee Benefits (Ticker: SEB): A smooth 93% profit.

2023: Keep Going

This year, it’s been all about reinforcing our value investing philosophy, combining with spotting high-growth nano and small cap businesses:

  • Total Telecom (Ticker: TTZ): Holding steady at 91% gains.
  • Equator Beverage Company (Ticker: MOJO): Insane 550% gain. That’s not a typo.
  • Seneca Food (Ticker: SENEA): 50% gain. Call it the cherry on top.

What Made It Work? The Secret Sauce

Let’s be real: none of this happened by accident. Here’s the playbook that’s made the GHG Portfolio unbeatable:

  1. Research Like Your Life Depends on It: Every pick came from digging deeper than the competition. We didn’t just skim the surface; we mined for gold.
  2. Play the Long Game: No knee-jerk reactions here. We held our ground through volatility and reaped the rewards. Many positions is realized within months, but it’s pure luck.
  3. Diversify and diversify: Spreading risk across sectors and geographies meant no single market crash could affect materially.
  4. Adapt or Die: When SPACs became the talk of the town, we didn’t just watch—we led the conversation. The 2020 SPAC boom wasn’t a fluke; it was strategy in action.

As of September 2023, we’re switching gears. No more public updates, but there’s always a chance we’ll come back with fresh ideas down the line. For now, it’s all about focusing on what matters most: delivering value for our inner circle.

Final Thoughts

The GHG Portfolio’s story is proof that with the right mindset and strategy, you can achieve anything. Whether it’s crushing SPACs or finding hidden gems in a pandemic, success comes down to preparation, patience, and a touch of boldness.

To everyone who’s been part of this journey: thank you. Your support means the world, and we couldn’t have done it without you.

It’s just the beginning of a new chapter. Stay tuned until we open fresh ideas to public again.

Performance