The model portfolio

Today, I am adding to the member service a model portfolio that will trade stocks and ETF's. I will use the Think or Swim platform to keep up with all the trades. In the near future(1-2 years) I will open up a robinhood account using my own money and that will serve as the model portfolio going forward. I believe every investor should see how much a manger has in his own fund. According to research by Meb Faber, they don't have much.

One of the most important skills in investing is to correctly size positions. Most newsletters I have read give plenty of ideas and alerts but do not tell you how much to buy. How much of something one owns makes a HUGE d/f over the long term. 

The service will be $9/month and will include everything in the original member service.


My long-term goal is to have an active mgmt business that gives the client more control and transparency. 

Drop me an email if you have any questions or hit me up on twitter or stock twits.

jcd5816@gmail.com

jcd5816 for twitter and stocktwits

Caleb Dismuke