I expect to get underway in September.
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May 9, 2023
I have begun to write a third book for 2023. This one is specifically for novices who want to learn how to invest properly using sound strategies and tactics.
In addition to the book titled Maverick Investor, there will be regular articles and blogs written for high school and university students, career-changers, and retirees serious about investing.
For my Trader Wizard Investment Club (TWIC), I selected eight fundamentally sound Dow 30 components for ongoing case studies: Apple (AAPL), American Express (AXP), Caterpillar (CAT), Cisco Systems (CSCO), Chevron (CVX), Disney (DIS), Coca-Cola (KO), and Nike (NKE). Some of these may subsequently be replaced, and I may increase the portfolio to ten companies.
I chose Dow 30 components because the names are well-known, the stocks are considered blue-chip, and there is a plethora of helpful information, including from Value Line.
The eight companies represent 25% Technology, 25% Services, 25% Consumer Goods, 12.5% Industrial Goods, and 12.5% Utilities, which is good industry diversification, and the stocks represent a choice of Value, Growth, and Income securities. Moreover, just four of these eight stocks represent 65% of the Warren Buffett Berkshire Hathaway $350 billion portfolio.
This week, the Value Line quarterly report for Caterpillar is positive: