Important: We categorize investments in two ways. Strategic or tactical; occasionally, they can be both. Most of the trades we cover fall into the tactical bucket.

  • Strategic: Occasionally, we have insight into a specific company or theme and we are willing to make a 5-10 year bet to see if it plays out. In this category, we are looking for a business that has the potential to be a monopoly (legal of course), dominate their category, and build a durable moat.
  • Tactical: For these trades, we have a specific price target to take profits at and a stop to protect our downside. For more information on how we evaluate these trades, read this article.

1. New feature

Our new section is called “The Chartbook.” This is where we will house our charts of stocks and ETFs. It’s a little bare now, but eventually, it will include all Russell 1000 stocks and all major ETFs.

It’s a great place to go hunting for trade ideas. All that’s up now is the major indexes, which are free, but by the end of the next week, I hope to have all major S&P 500 sectors entered.

You can access it here.


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