What would kill my portfolio returns?

  • Constantly drawing funds to cover expenses

  • Companies that are heavily indebted and with dwindling revenue and limited assets

  • Companies that are burning cash for growth in an economic cycle that is going to negatively affect growth

  • Companies with business models that I’m not extremely knowledegable about ( banks, financial sector )

  • Companies that are overvalued based on P/E, P/B, P/S

  • Companies that are overbought based on RSI

  • Companies with low trading volume (unknowns)

  • Companies with extremely low market cap

  • Companies underperforming the S&P 500 over many years