Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps me to make sure nothing really falls through the cracks. I write about a lot of my holdings with some regularity, but there are years when some position or another doesn’t get discussed at all… in that case, thanks to this annual review, it gets looked at at least once even if it’s a stock that I fully intend to ride through whatever volatility occurs.
Let me be clear up front: I do not recommend investments or maintain a model portfolio for individual investors, I share my opinions and thought process. I do not urge anyone to emulate my buy and sell moves or act on my opinions, but I share my analysis and holdings in hopes that the information will be of interest to readers. I’d like to make you all rich, but you’ll probably do better by learning from my analysis and perspective and creating your own strategy than you will by following my decisionmaking in any specific way.
I’ll go through them in alphabetical order, share my current assessment/opinion and buy/sell/hold sentiment, list my current cost per share personally if I own the stock, and/or the price at which we brought it to the Irregulars attention, and also note those which would have stopped out using our Tradestops stop loss prices (and share those prices with you if they haven’t been hit yet). Some of them I’ve sold but still consider a “buy” at this price, that’s because of the internal debate that my testing of stop losses is causing in my skull. I’ll try to keep my thoughts brief, but in some cases I’ve had a lot of questions so I try to go a little deeper. At the end, I’ll also share some metrics from my personal accounts to give you an idea of how my portfolio is currently constructed. The asterisks (*) denote the stocks that are currently in the top ten positions (by dollar amount, not necessarily current personal sentiment ranking) of my personal individual equity portfolio.
As of today, I welcome 2016 with an ...