Building the Model Portfolio

Let’s start to build the model portfolio based on what we have done so far.

1. EVRG - our favorite simple utility, there are certainly other contenders

2. RUTH - maybe expensive steaks are the wrong move, but again simplicity wins out. BLMN is an alternative.

3. we will work on cyclicals next

4. xxxxxx

5. through 18 will be determined over the next 6 months

19. VST - Vistra Energy is merchant power producer that is buying back lots of stock

20. FWRG - First Watch is our “venture” investment, there is more work to be done here

The idea is to build this portfolio over the next 6 months. It will take time, but we will take slow steps toward the final goal.