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.
I’m excited to announce that with my partner Charlie Bilello at Compound, we are now offering a way for investors to track my 8-to-80 portfolio at TD Ameritrade as part of their overall investment plan. Charlie wrote a post on it below. If of interest, feel free to reach out to learn more.
Here is a link to Charlie’s post explaining the 8-80 portfolio and the most frequently asked questions.
Have a great Saturday.