We are holding Costco Wholesale Corp (SYMBOL: COST), Chevron Corp (SYMBOL: CVX), SPDR S&P 500 ETF Trust (SYMBOL: SPY) and United States Oil Fund, LP (SYMBOL: USO) from our previous update.
We are removing Amazon.com Inc. (SYMBOL: AMZN), SPDR Gold Shares (SYMBOL: GLD), and Microsoft Corp (SYMBOL: MSFT).
Below is a summary of our performance since our last update:
We are adding Amgen Inc. (SYMBOL: AMGN) the closing price on 9/29/23 was $268.76
We are adding United Health Group (SYMBOL: UNH) the closing price on 9/29/23 was $504.19
We are adding Vanguard FTSE Emerging Markets Index Fund ETF Shares (SYMBOL: VWO) the closing price on 9/29/23 was $39.21
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.