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Waiting Is the Hardest Part
This was my potential additions list in early January.
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Gregg Jahnke
Small Caps ??!?
I did build a separate small cap portfolio at 12/31.
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Gregg Jahnke
Still Totally Confused + Earning Season
Earnings season starts on Wednesday with Kinder-Morgan - KMI - $31, and Halliburton - HAL - $30.
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Gregg Jahnke
When the Going Gets Tough, I Just Give Up - ASIX !?!?
OK, I am not really giving up, but it does kind of feel like I am.
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Gregg Jahnke
Year End + QRS! + SYY! + MTDR! and Risk Assesment
Let’s make one last set of portfolio changes at year end.
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Gregg Jahnke

December 2024

Next 40 for 2025
I am very proud of my Next 40 list.
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Gregg Jahnke
Consumer Cyclical - BC!!!-THO!!!-JACK!!!-RRR!!!
I have too many ideas is this sector.
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Gregg Jahnke
Industrials - RXO!-GTLS!-MIDD!-TWI!
It is hard to find ideas in the industrial sector.
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Gregg Jahnke
Energy - HAL!!!
There is no rest for the wicked.
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Gregg Jahnke
Communication Services - NXST!!!
This is a wild sector.
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Gregg Jahnke
Utilities - AES!!! - KMI!?!?
This is becoming a boring sector.
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Gregg Jahnke
Top 25 Portfolio - One Page
I could not be happier with the Top 25 Model Portfolio as we head into 2025.
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Gregg Jahnke
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