Author: Howard Lindzon
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I have been investing my own money in the stock market for decades and for the last ten or so years had settled on a simple 8 to 80 list of companies.
Back in October 2020, my partner Charlie, who runs Compound Capital Advisors (we started it together), decided to build and manage the portfolio for clients along with the rest of his asset allocation models. Here is what I wrote about it on the blog in October:
I like to keep things simple, including my portfolio. Over the years I have gravitated to owning companies and sectors whose products are needed, used, loved and trusted across the globe by people in every age group: from 8 to 80.
No list or portfolio is perfect. I am constantly tinkering with my list and therefore my holdings to make sure I own the companies that don’t just have the most demanded products and services, but also financials that make sense.
As the world has moved digital, so too has my 8 to 80 list, but the digital world still needs the physical world and many of the companies on the list will continue to thrive doing business in the physical world.
Charlie updates it monthly and I attach some notes as well. Here is the June update.
You can follow along with the monthly updates here.
I am happy to connect you with Charlie if you would like to learn more about Compounds financial services.
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures, click here.