Core Insights - The individual has achieved an average annual return of approximately 15 percent and has built an investment portfolio worth $300,000 as of 2026 [1] - The initial investment strategy involved quick trades and arbitrage, which led to unpredictable losses and prompted a reevaluation of investment approach [1] - A focus on understanding the underlying motivations for investing, termed the "Why," is emphasized as crucial for developing a successful investment strategy [1] Investment Strategy - The investment strategy is influenced by the teachings of renowned investors such as Warren Buffett, Peter Lynch, and others, leading to the creation of a dynamic rule set [1] - The goal is to outperform the market while protecting against downside risks, which involves thorough research into potential investment opportunities [1] - A commitment to holding investments for a minimum of 3 to 5 years is established, unless there is a fundamental change in the company [1] Research and Development - Continuous research is deemed essential for refining investment strategies and identifying new opportunities [1] - The dynamic nature of research is highlighted, indicating that the investment landscape requires ongoing analysis of current holdings and potential future investments [1]