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Note: this is a throwaway post; it is definitely not ready for prime time. Nothing to see here. For the archives. This is for my extended family members interested in investing. It is the fastest way I can get information out to my extended family members. It is not meant for the general audience. This is not an investment site. Do not make any investment decisions based on what you read here or think you may have read here. See the blog's disclaimer.
Investing: the HALO concept, see below, is very, very interesting. Now that I have my portfolio where I want it, it has just been a matter of tweaking for the past year or so. But now with Josh Brown's HALO concept, I need to look at the portfolio again.
About three years ago, I made a huge pivot from energy to tech. At the time I was way overweighted in energy and Apple. I could no longer put new money into either energy or Apple. I did make some adjustments in my overall energy portfolio but no new money into energy (oil). I said I would never buy any more AAPL; I had way too much from a diversification point of view. When AAPL recently plunged to $155 I made a exception and added a few more shares.
There was some excitement in railroads a few years ago and I established a new position in UNP. But it hasn't done much. But I would consider it among the HALO options.
But two or three years ago, I forget exactly when, but it must have been sometime in 2023 when the term "Mag 7" was introduced. Prior to that it was FANG. Unfortunately I completely missed that opportunity (FANG), but made sure I didn't miss the next group of stocks that suddenly captivated investors' interest (the "Mag 7" group). But now I'm perfectly weighted, as far as I'm concerned, with regard to the overall portfolio.
But now, holy mackerel, it's hard to figure out where to go next. I definitely need something in the retail center but that sector has never interested me. But when Walmart self-identified as a tech company (moving to the NASDAQ) that made a big difference.
Any new money: AMZN, AVGO, and WMT.
I'll "park" money in SCHD, SCHG, and SCHB, when I'm at a loss what to do.
But HALO gives me something to think about. The only ticker with which I am perplexed: ORCL. Had I done a bit more research, it might have been the one company I might not have initiated a position in the past three years. But, I probably would have. We'll see.
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HALO -- Previously Posted
Investing: I was just lucky to catch this segment today, link here.
Jargon: HALO. Link here.
Josh Brown's HALO stocks. This list is dynamic and subject to change at any time. Jim Cramer opened his evening program with HALO -- but didn't / hasn't credited Josh Brown with the acronym ("heavy assets, low obsolescence").
Interestingly, Cramer is taking issue with HALO stocks. Cramer couldn't have been more explicit: he doesn't want folks buying into HALO. He wants folks to buy into companies selling things in high demand.
Cramer sees the chip shortage as the worst shortage of anything ever. Cramer says Anthropic is living rent-free in his brain which means he can't think of any other HALO stocks (with which he has not bought into). I can think of at least one HALO company: CAT.
I think Josh Brown is talking to investors with a multi-year horizon.
Cramer is talking to traders.
Josh Brown's initial HALO list:
- BRK, SLB, DE
- HSY(Hershey),
- SCCO, GLW,
- TPL, IRM, FDX, CP, CL,
- AAPL
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Disclaimer
Briefly
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. 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 something appears wrong, it probably is. Feel free to fact check everything. 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. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I am also inappropriately exuberant about all things Broadcom. Longer version here.
