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Portfolio

This is a list of my up to date portfolio. This does not include any of my other investments such a my pension, real estate or small caps. Disclaimer I am not a licensed investment or tax advisor.  The contents of this website are not recommendations to buy or sell securities.  This website is for …

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I’m always looking to purchase a new company. Everyday I run multiple stock screeners that do my heavy lifting. These screeners data mine the indexes looking for certain metrics that I program into them. This gives me a starting point.

Recent Purchase

I’m always looking to purchase a new company. Everyday I run multiple stock screeners that do my heavy lifting. These screeners data mine the indexes looking for certain metrics that I program into them. This gives me a starting point. This screen I built uses some loose guidelines I borrowed off Benjamin Graham. His criteria …

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