How useful would it be to manage your own stock portfolio over a 3-5 year period before moving into port mgmt?

Hi folks,

I’d like to ask a rather straightforward question. I have a deep interest in investing, especially in so far as public equities are concerned. I graduated not too long ago. I do work in the Asset Management industry at one of the largest firms in my country, but I work in operational/enterprise risk management and exposure to the investment side per se is limited.

I started investing my own capital in the local stock market at the start of this year. I have say, about $40k of capital invested at the moment, $45k by year’s end, and about $65k by the end of next year. I intend for the market value of my holdings to top $120k in 3 years. I’ve invested solely on a cash upfront basis using money I’ve saved/earned over recent years.

I’ve read the works of and look up to the investing philosophy of the following people – Benjamin Graham, Warren Buffett, Charlie Munger, Peter Lynch, Seth Klarman and Walter Schloss. Suffice to say, I am very much attracted to the value investing framework of the aforementioned investors.

Thus far, I’ve done decently I’d say. On an XIRR basis I’ve got 21% net returns, with low turnover. I also have a fairly concentrated portfolio of six positions.

Initially I embarked on my portfolio merely as a personal goal to achieve strong absolute returns over the long run. But recently my mind has begun entertaining the idea of taking my portfolio performance and investment philosophy (after a minimum 2 to 3 year period of course) to asset management companies and pitching for the role of a fund manager.

How feasible is this? I have decent mathematics background (have a Bachelor’s in Actuarial Science), a decent handle of identifying potentially undervalued companies, and a decent grasp of micro and macro economics.

Before I entertain this thought any further, I would like to know very honestly from the good people on these forums. Would such a career path be possible? Or should I come back down to earth?

Appreciate any and all responses. Thanks!

2 Comments
 
Best Response

First off, you’re insane if you think that’s how it works. Second off, I like your passion and vision. Try to translate that to a research analyst position. No one is going to make you a PM based off of that lol. Also, go beyond just investing. Write reports about your thesis. I could go 3x levered on oil and make that return in a week. Doesn’t mean that I deserve or even can get other people’s money to manage. Good luck.

 

Rerum laudantium tempora totam nisi autem officia. Iste earum earum laudantium eum.

Quas mollitia sed eaque quo. Incidunt iure non saepe illum perspiciatis quaerat quod. Fugit ullam fugiat eius similique veritatis ex. Mollitia voluptas placeat doloremque esse quasi repudiandae quaerat. Est doloremque aliquam itaque dolorum. Et ab praesentium eos ut cum.

Dolor explicabo eaque quaerat voluptatem. Qui nesciunt odio similique voluptas reprehenderit. Totam perspiciatis nam ut dolorem.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”