An educational journey to build a model stock portfolio
Platform | Substack | Pricing | Only free issues | Publishes | Daily |
---|---|---|---|---|---|
Issues | 143 | Subscribers | Read | jahnke.substack.com |
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I think the word “misunderstood” plays an important part in explaining my investment strategy.
Let’s take a brief moment to review why I am writing this blog/semi-book.
Earnings season will begin for me with KMI on 10/16, and last about one month until JACK reports 11/21. The election will deliver another puzzle piece on 11/5.
Mid Caps are the core of my Top 20 Model Portfolio. The universe of non-financial companies between $2 billion and $10 billion is about 700 US companies.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
-Founding Director and portfolio manager, Prudent Bear Fund, assets almost $2 billion -Research Director of Behind the Numbers. -10+ year CFA grader, and practice exam publisher -currently consultant to asset manager in Ft. Worth, Texas
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