An 18 month slow, simple position with large cap US Dow

2020年4月14日

The selloff appeared to have reached a recent low defined by liquidation, high anxiety,
hitting potential short to medium term lows by 2:30 PM on March 23, 2020.

For the longer term position trader who would be no different than a long term investor in large cap companies, The prices for the week ended March 25, 2020, may have been an opportune window of entry given the levels of volatility and broad liquidation across most asset classes.

positions were taken by the close of March 24 and March 25, 2020, Q1 2020

A small selection of Dow Dividend giants was chosen for this experiment in counter trend positions,
which will be concluded in 18 months, or about September 2021, the end of Q3 2021

The lineup includes:

Home Depot
Intel
Microsoft
American Express
Visa
Goldman Sachs
Apple
Disney
3M

2020年4月29日

交易开始

Errata:

It was March 18 and 19, not March 23 when the BUYS were made.
Finally taking a look after about 6 weeks.

so far it looks like some FEAR has been shoved aside for now.
That said, this is just for some plain vanilla large cap dow dividend plays,
and the buy execution was not sophisticated, simply press "BUY" and hold one's nose at the time.

If you look at growth platforms, the numbers are really eyepopping.

DIS 17.6%
V 17.9%
MSFT 23.8%
AXP 28%
GS 28.7%
INTC 32%
HD 38.7%

2020年6月3日

注释

another stellar performer since Mar 18/19
fintechs may rule the future but AMEX has seen many come and go.
The story here is brand
in a space that over time erodes differentiation (e.g. in investments section of fintech, EVERYONE is doing fractional equity shares or will do so therefore "table stakes"), BRAND and experience will be monetized.