Stocksnowball Portfolio


I consider myself a value and dividend investor! You might say opportunist. I like income and as income investor I am looking for companies that pay a dividend and have growth in that dividend that will beat the rate of inflation. I have based on experience am more convinced that concentrated investing works best. Fewer companies allows more focus on my good ideas. There are many ways to construct a portfolio to diversify differently these are just my ideas. I do feel this portfolio and list of companies will fit well in any portfolio.

I have followed advice from Warren Buffett and Charlie Munger in finding high quality companies with brands that will consistently grow. The main reason, I picked the companies I did, is because I understand them… they are in my "circle of competence." Also each company has an advantage with the scale of its business and resources. They all have strong moats.

I really like companies who the founder has built a great company and brand and where that company has kept the model and prospered. For example Wal-Mart started by Sam Walton, McDonald's by Ray Kroc; Exxon Mobil a son of Standard Oil started by John D. Rockefeller, Berkshire Hathaway still has its leaders but could fall into the category.

What I have learned is you buy a company after it has had a miss in earnings or problems in operations. You buy when others say its over and won't. Then be pacient and let the management team put the plan into focus. You then sell into strength. Depending on the situation you find another company and do it all over again.


Here are some quality ideas, not recommendations to buy.

Updated July 21, 2017 The companies listed are most recent holdings. If I totally sold out and rebuy into a company I put the most recent buy date.




This list can change at anytime. I also like to hedge with covered calls so I may not be long but neutral on some of the picks. I sell puts and use options. I will update it again in a few months. Contact me or leave a comment on what you like. I'm always open to good ideas!!! Thanks DSF

Disclaimer: This is a personal weblog. The opinions expressed here are my own. All data and information provided on this site is for informational purposes only. Please do your own research before investing.

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