Every year I sit down with my 2 kids and put together a portfolio of Consumer Facing stocks. The picks aren't all retailers but each fits in the bucket of my expertise. They make products I can see, feel and sometimes taste. They are brands that evoke, or at least used to evoke, Feelings in domestic consumers and investors.
Most importantly, they are companies with Stocks I believe can make me, and my kids, money over the coming year. The portfolio gets adjusted periodically, opportunistically but never casually. We trade around the positions but the core is adjusted only when the stocks out-run their target, the story gets worse or we want to free up money for a better investment.
Those are the guiding principles guiding the Retail Round-Up Model Portfolio. Today and tomorrow I'm unveiling my favorite consumer longs for 2025 as it stands right now. My goal isn't to minimize risk or free-ride market trends. Your situation will vary but this is a concentrated, fairly aggressive portfolio designed for people with long time frames. The starting value was $10,000 as of 12/31/2024 with $10,000 split equally across these ten stocks. Any trades will be recorded as of the closing price on the day the trade is reported. In the future there may be shorts but I have none at the moment.
We'll keep score right here in the newsletter. Transparent. Accountable. Sharing the victories and defeats, learning as we go. Expect to see disproportionate coverage of these stocks and the themes each represents; I 'm a big believer in putting my eggs in a small basket then watching the hell out of the basket.
I have money in all these stocks but your portfolio is your own.
