I took some time this weekend to create a new “Laundry List” of my holdings–now in spreadsheet format with notes.
As I have mentioned too many times we all invest differently and have so many different needs, resources etc. etc. etc. so my list is just meant for information purposes–nothing more.
My brain always goes back to ‘suitability’ – none of us knows what is ‘suitable’ for any given investor. This stems from my year with Dean Witter Reynolds (bought by Morgan Stanley) way back in 1994 or 1995 when I had a disagreement with management you might say–I wanted to sell ‘suitable’ investments and they wanted me to push the higher commission products–we all know how that ended (I don’t screw people – there is not enough money in the world for that to happen).
The new page is here. I will update the links in the menu.