Deanco Investment “Group” Update – September 2019 (Month 23) For full update download this ^^^ PDF. Month In Review I’m cold as ice right now! I go over what that means and how I’ve resized several positions to live to fight another day! My individual positions (and all kind of additional information about each of …
Continue reading “I’m As Cold As Ice (not in a good way) With My Investing Right Now!”
Asset Class: US Stock / International Stock (Sector: Consumer Staples / Industry: Tobacco) Original Investment Thesis (9/2019): I have been looking for a Consumer Staple company to add to my holdings. The tobacco industry has been underperforming recently and is very attractive from a valuation perspective due to a great deal of recent bad news. …
Continue reading “Altria Group Inc. (MO) and Philip Morris International (PM)”
Asset Class: US Stocks / International Stocks (Sector: All / Industry: All) Original Investment Thesis (8/2019): If I want to hold stocks and can’t find individual stocks that I consider good enough to have as an individual position I want to own all stocks as cheaply and with as much tax efficiency as possible. The …
Asset Class: US Stock (Sector: Health Care / Industry: Biotechnology) Original Investment Thesis (1/2019): Biogen is a biotech that focuses on neurosciences with a particular focus right now around MS-related diseases and moving quickly into spinal muscular atrophy diseases. Longer-term they are focused on developing/expanding other areas related to neuroscience. These are the diseases that …
The SPDR ETF replaced my original position of Vanguard Total International (VTPSX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Developed ex-US) Original Investment Thesis (1/2019): This is less about a particular call that international equities are a buy right now than it is the best investment option I have in a particular …
Continue reading “SPDR Portfolio Developed World ex-US ETF (SPDW)”
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 …
Continue reading “SPDR Portfolio Emerging Markets ETF (SPEM)”
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 …
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