The SPDR ETF replaced my original position of Vanguard Emerging Markets (VEMIX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Emerging Markets) Original Investment Thesis (1/2019): I made this investment at the same time I purchased VTPSX for all the same reasons. The reason I decided to go half emerging markets (which is …
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MOVIES!!! I’m a fan of fine cinema! I find it amazing that I can sit down and basically be transported into another world that a huge team of creative people has spent countless hours and probably many millions of dollars to create. The best part is all it costs me is a few bucks and …
Asset Class: International Stock (Sector: Materials / Industry: Metals & Mining) Original Investment Thesis (8/2018): Cyclical investing! There were tons of steel companies in my various screening tools. When I was deciding I wanted to buy a steel company (due to attractive valuations) my only thoughts on this were ‘what if we are near the …
Asset Class: International Stock (Sector: Consumer Discretionary / Industry: Automobiles) Original Investment Thesis (8/2018): This is a cyclical company with low debt and a management that has been focused on unlocking shareholder value. I like everything they have done over the past few years to clean up the financials and seemingly get lean and mean …
Asset Class: US Stock (Sector: Financials / Industry: Insurance) Original Investment Thesis (7/2018): Insurance companies were abundant in my screening tools and I looked at several before settling on this company. My biggest issue (or is it opportunity) is why a company that uses the Rock of Gibraltar for advertising doesn’t use The Rock (movie …
Asset Class: US Stock (Sector: Materials / Industry: Chemicals) Original Investment Thesis (7/2018): Cyclical Investing! More fun with cyclical companies! KRO makes/sells titanium dioxide. The top 6 competitors account for 66% of the market and KRO has 9% of the market. Their largest competitor has 18%. No customer has more than 10% of KRO’s sales …
Asset Class: US Stock (Sector: Energy / Industry: Energy Equipment & Services) Original Investment Thesis (7/2018): This is a cyclical company in the oil services industry. They have been growing organically…without taking on substantial debt. They are in multiple lines of business and multiple geographic locations. The 2016 letter said they survived the past two …
Asset Class: Commodities (Precious Metals) Original Investment Thesis (7/2018): I will likely keep a precious metal allocation in my portfolio from here on out. I’ve never owned precious metals in my life until mid-2018. I’ve heard all the great investors talk about how it is nothing but a pet rock, has no yield, therefore, it …
Asset Class: Bond (Short Term / 1-3 Year Treasuries) Original Investment Thesis (6/2018): I’m holding a bond position in lieu of stocks right now for a variety of reasons. The biggest reason I’m allocating to bonds versus just parking the money in the VT ETF is because I’m doing what you are not ever supposed …
Asset Class: US Stock (Sector: Information Technology / Industry: Semiconductors & Semiconductor Equipment) Original Investment Thesis (2/2018): Cyclical company with almost no debt in an industry that is known to be boom-bust. My bet is there will be way more boom than bust (over the long term). I like everything they’ve done since the ‘08 …
DeanoRolls (@deanoroll5)