Friday, September 29, 2023

Fiduciary Partners UseProfits Successes

           I can no longer keep this epiphany to myself. A few years ago, I verbalized a preliminary version to some random guests at a barbecue in Aruba.

The best long term strategy for investing in equities (not including the possibility of disproportionately large gains from small cap tenbaggers [usually via pump and dump schemes] or complex options strategies, e.g. of PF Burry) is simply (au Pareto Principle proofs):

choose the companies of the top 5 richest people in the world (you can go with the top 10 if you prefer)--so currently TSLA, LMVHY, AMZN, ORCL, and MSFT, and put all of your discretionary income in them with a focus on putting the most proportionally into the top 2–au Pareto–in a portfolio in an online brokerage that allows fractional, dollar-cost investing.

            For good measure, it’s a good idea to include a self-diversified stock, such as BRK B (also Warren Buffett has been in the top 10 richest list historically, for a very long time); and then combine this in a kaizen-driven way with the best of my work of "The Nederlands Effect Revolution" (so HEINY) and From Banking to Optimizing Profitable Stock Portfolios.

A great brokerage for fractional, dollar-cost averaging is Webull. They call it their “Recurring Investment” program.   


Full disclosure: I currently invest in all of the aforementioned stocks.

            Best, 

            Paul Delano Francis

https://www.linkedin.com/in/paul-francis-25994b233/ 


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