We are holding Costco Wholesale Corp (SYMBOL: COST), SPDR Gold Shares (SYMBOL:GLD), , United Health Group (SYMBOL: UNH), Amgen Inc. (SYMBOL: AMGN), and Vanguard FTSE Emerging Markets Index Fund ETF Shares (SYMBOL: VWO)
We are removing Chevron Corp (SYMBOL: CVX) and Eli Lilly and Co (SYMBOL: LLY).
Below is a summary of our performance since our last update:
We are adding Lockheed Martin Corp (SYMBOL: LMT) the closing price on 10/31/23 was $454.64
We are adding Microsoft Corp the closing price on 10/31/23 was $338.11
Thank you for putting your trust and time into my ability to create a model that will hopefully add value to all of us. I've started this journey in 2000 as a Nasdaq Market Maker. I also worked as a Proprietary trader, Financial Advisor and currently I manage a hedge fund. I have learned many lessons throughout my career and still continue to learn to this day. I look forward to sharing my experiences with you via this newsletter.