Friday File — Some Final Portfolio Moves for the Year

By Travis Johnson, Stock Gumshoe, December 19, 2014

With the way the holidays fall this year, today will likely be our final Friday File of 2014 — Stock Gumshoe all but shuts down for the Christmas and New Year’s Day holiday season (that’s one remnant of being a reformed academic — I can’t abide working during that week, sometimes the world should stop turning)… so let me share the few moves I’m making with my portfolio this week as we roll into the sleepy final week and a half of the year…

First, I should update you on our “Gumshoe Gives Back” campaigns. With our Veteran’s Day, Thanksgiving and early December charitable membership drives we were able to contribute more than $10,000 in total to a group of nonprofits and charities, including some that are local to Stock Gumshoe’s community in Western Massachusetts and some that are national or international … so we didn’t quite match the phenomenal numbers of last year, but I’ve tried to make up for some of that with my personal giving. The groups we ended up supporting were:

Direct Relief (for response to Ebola) Doctors without Borders The Food Bank of Western MA Friends of the Hampshire County Homeless Homes for our Troops And the local Montessori school where I also serve on the board of trustees.

So before I get into talking about investing, I do want to thank you all, very much, for helping Stock Gumshoe have another successful year — your support helps make sure we can look under rocks and find interesting ideas, give people some perspective about heavily hyped junk, chat amongst ourselves and become wiser and better informed… and also support some important causes. None of that is possible without you, so thanks again. I think we might try to come up with a way to spread this giving throughout the year in 2015, and I have a personal fundraising campaign that I’m sure I’ll be hitting you up for in the new year if my health stays good, but that can wait.

And now, on to how we can secure some more filthy lucre… which will help us all to be more magnanimous in supporting the people and causes that matter to us in the year to come. And, you know, eat and pay the rent and all that boring stuff.

Sometimes a stock just sticks in your craw after you give ...

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