Ranking the Model Portfolio

You should always be able to rank order the stocks in your portfolio, or at least put them into a few groups from best to worst:

1. Scott’s Miracle Grow - A+

2. Elanco Health - A+

3. Kirby - A+

4. Novagold - A+

5. Matrix - A

6. Royal Gold - A

7. Ruth’s Hospitality - A

8. Red Rock Casino - A

9. Brunswick - A-

10. Molson/Coors - A-

11. Evergy - B+

12. Entergy - B+

13. Roche - B

14. Corning - B

15. Walgreens - B

16. Intel - B-

17. Omnicom - B-

18. Viad - A+ in waiting

19. Vistra - A+ in waiting

20. First Watch - A+ in waiting

In general I would like to find better ideas to replace the B- stocks first, then replace the B stocks, and finally replace the B+ stocks

The bigger cap names are great from a educational point of view, but they will eventually be replaced by mid cap stocks.

the A+ in waiting stocks each need about 2-3 days of additional work

Stocks may change in ranking based on price changes

Sources of potential A ideas:

1. spinoffs

2. Three Part Advisors conference

3. review of Victory Sycamore portfolio

4. review of Don Smith portfolio

5. yield stocks

6. alternative energy review

7. review of Cove Street portfolio

8. review of Murray Stahl portfolio

9. financial stocks

10. international stocks

11. stocks from the “must watch” list

12. additional industry reviews

13. review of Diamond Hill portfolio

14. review of Barrow Hanley portfolio

15. review of Mason Hawkins portfolio

16. micro cap stocks