The EWM Interactive Stock Portfolio
(No new positions since November issue)
Résumé
If your aim is to save for retirement, a child’s education or a home, or you simply don’t feel comfortable betting on the short-term fluctuations of commodities and Forex pairs, but still want to take advantage of the opportunities the markets provide, owning profitable and growing businesses in a stock portfolio makes a lot of sense. That is exactly what investing in stocks is all about. Done right, it can be the stress-free way to building wealth.
The reason most people fail to achieve good or even decent results in the stock market is that financial media constantly bombards them with information, which is mostly irrelevant, but emotionally-charged enough to lead to bad decisions. Even the best of companies go through problems and difficulties from time to time. That should not be a reason to abandon them and sell. In fact, the resulting selloffs are often buying opportunities to the sophisticated investor.
That is what value investing stands for – buying the stock of a quality company when it trades below its intrinsic business value. We’ve more than doubled our money in just five years this way. Furthermore, many of the stocks in our portfolio are still undervalued and likely to rise in the years ahead.
In “The EWM Interactive Stock Portfolio”, you’ll see all the stocks we currently hold as well as a short summary of our investment thesis, the average purchase price and fair value estimate for each one, all packed in a single .pdf file.
Complete list of past closed positions and results: BAC (+117.9%), CVI (+31.2%), FCX (+33%), GG (+4.2%), PSO (+64.3%), FOSL (-42%), SYNT (+137.6%), BKE (+40%TR), HIBB (+37.1%), HCG (+108%), FRAN (-70%), PNDORA (+103.7%), AXP (+45.1%), FL (+59.6%), ESRX (+19.2%), SYF (+13.3%), PACB (+6.6%), FB (+79.9%), BAC (+37.3%), CBOE (+37.2%), NKTR (-61%), XOP (+194.4%), CCJ (+162.3%), STOR (+50%), Plus500 (+180%TR), A2M (+24.7%), BKNG (+80.5%), GOOGL (+18.8%), AMZN (+43.6%), PNDORA (+38.4%), Klepierre (+39.4%TR), MUSTI (+49.9%), SPG (+104.7%TR), BAC (+13.6%), INTC (+41.1%), GPN (+10.5%), FIS (+12.4%), SEIC (+77.2%), VXX (+46.9%), CMPO (+65.9%)
*Past results are not indicative of future performance.
More info
“The EWM Interactive Stock Portfolio” is available in .pdf format only. It has no paperback or hardcover versions. It is not a subscription service. The price given is for a single monthly issue. Clients receive a one-time confirmation e-mail with a download link on the e-mail they have provided when making the purchase. Clients’ names and addresses are collected for accounting purposes only and will not be used for physical delivery of any kind. Read more in our Terms and Conditions.
