Updates
January 16, 2023: why copper prices are rebounding.
Original Post
Investing strategy this past year (2022 --> 2023):
From December 3, 2022, my investing strategy:
"New-money allocation: 30-year horizon.
- first and third week of every month
- dividend-paying
- allocation
- 40%: Buffett-like, blue chip, DE, CAT
- 25%: beaten down infrastructure (mostly semiconductors; copper)
- 20%: energy (mostly oil)
- 10%: mRNA (mostly Big Pharma)
- 5%: Daimler Truck Group
The first and third week I take all my available cash and invest in (generally) American companies in the allotment percent as noted.
For copper I used to only invest in SCCO but in the past six months have also added FCX for copper.
This evening, less than ten minutes ago this up in my el correo electrónico:
Whoo-hoo!
Michael Fitzsimmons is the SeekingAlpha contributor I "trust" the most.
The dividend is a little lower than I like.
Except for the past six months, this has not been a particularly good investment. I could not recommend it for those with a short horizon. But as noted, I have a 30-year horizon.
Disclaimer: this is not an investment
site. Do not make any investment, financial, job, career, travel, or
relationship decisions based on what you read here or think you may have
read here.
All my posts are done quickly:
there will be content and typographical errors. If anything on any of
my posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
The Over-Riding Themes
Global energy: the 21st century is America's century.
Medicine: it's all about CRISPR, mRNA
Information: it's all about semi-conductors, automation, robotics.
I ordered this book about twenty minutes ago (9:15 p.m. CT). It will arrive tomorrow, probably before noon, while I'm on the treadmill.
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