Model Portfolios

Stocking Stuffers – I try annually to produce a summary of my Best Ideas to create, in Wall Street parlance, a “Model Portfolio”. Often, I would take my core themes and look across asset classes to identify both short-term trades and longer-term investments.

I can assure you that I almost always have substantial “skin in the game” as I usually hold similar positions, either personally or professionally.

Please review all Disclosures

December 15, 2020
December 3, 2019
May 30, 2018
December 23, 2017
December 2, 2016
December 10, 2013
December 5, 2012
December 7, 2011
January 12, 2011
December 7, 2009
December 12, 2008
December 9, 2008
August 7, 2007