Getting Started

Welcome to an educational journey. My goal is teach individuals how to select stocks and build a model portfolio. Then we will manage the portfolio on an everyday basis.

I have been helping institutional investors select stocks for almost 40 years. Rather than write another boring investment book, my goal is to build the portfolio in real time with live data.

I look forward to answering your questions.

Please excuse the spelling errors and and bad grammar, I badly need a proofreader and editor.

You will need a basic level of business understanding to follow my writing. If you can understand the investment reports written on a site like Seeking Alpha, you will be be fine.