Portfolio Strategy Pt. #7

What I'm Buying & Why!

Investors,

This is the final edition of the Portfolio Strategy series, where I’ve been sharing the qualitative and quantitative investment thesis behind the 15 individual stocks & ETF’s that I’ve been DCA’ing into during this bear market. We’ve covered each of the individual positions and how I view long-term portfolio construction. In a market with so many investment opportunities, the portfolio allocation set is infinite. Stock-picking is one thing, but portfolio allocation is entirely different.

It’s been amazing to hear so many premium members reach out & tell me that this series opened their eyes to a handful of stocks that they’ve never heard of before, and that they’ve even added several to their own portfolios. It’s great to see many of you take action and include these stocks in your own portfolios, after conducting your own research & getting comfortable with the investment thesis.

The purpose of today’s report is to highlight the amazing stocks & ETF’s that didn’t make the cut for this 15-position portfolio. I love the investment thesis behind these “runner-ups” for the long-run, but I they didn’t fit within this specific portfolio strategy for the portfolios that I manage. Perhaps, they are suitable for other portfolios and I wanted to share some quick info on each one so that you can do further research and understand why I’m optimistic about their futures.

Below, you will find the 20+ stocks & ETF’s that were “runner-ups” in this portfolio, including a brief discussion of the investment thesis behind each one.