Publication Schedule & Friday Chats

While I am not a “symmetrical” guy, I do understand that most people like symmetry and schedules. So, to help us all keep our life balance, I am going publish on a more regular schedule. I think that will make us more predictable and productive. 

That said, let’s throw in an investment lesson. Symmetry sucks. That’s not how to make money. The idea that a stock just looks right is so wrong it’s pretty funny when put onto a chart of any single stock that has crashed or time frame where the market goes from up a long time to straight down:


SymmetryAsymmetry is how to make money. Have an upside 3x or 5x or 10x greater than the downside. While that can be true for any stock because of mathematical laws, i.e. risk equals going to zero, upside could be infinity, when we include some semblance of rational thought into free cash flow assumptions and a reasonable valuation, then we can make a good enough estimate of the potential risk and upside. I generally presume any stock can go down 50% before I’m smart enough to bail out, so I’m looking for stocks that can more than double and preferably triple or better. 

Weekly Schedule

MondayMacro Monday
TuesdayQuick Thoughts
Wednesday Deep Dive
ThursdayQuick Thoughts
FridayLunchtime Chat Q&A

The “Quick Thoughts” will be with one primary ticker only to make searching easier. I will throw in more Quick Thoughts throughout the week depending on economic news, market activity or VSL company news. I’m sure I’ll also toss in other notes and articles here and there. I’ll be adding more outside research I find useful as well. 

The Friday Lunchtime Chat w/ Q&A will be online where I can share my screen at 11am central time for about 30-45 minutes (be aware that many weeks I will have a video to show at 10am preceding the chat). You can ask questions in the chat box. I will start posting these to YouTube for weekend review.

Click here to enter the online Zoom meeting.

You should download the app onto your computer.

The password for meetings is: MOSI

Monthly Schedule

1st WeekMonthly Focus Stocks
2nd WeekMonthly ETFavorites
3rd WeekModel Portfolio Updates
4th WeekOption Trade Chart

We’ll focus on 12-15 stocks per month and 3 to 5 ETFs. The stocks will be near buy prices and we can monitor those. The ETFs will be for asset allocation purposes. 

Model portfolios will be updated the 3rd week of each month and will include Punch Card Stocks 20-30 stock portfolio split about evenly between growth and dividend stocks (pick your poison or drink it all), Global Trends ETF which will have 5 to 10 ETFs that are timely and the “Quarter Million Dollar Portfolio”that is blended between stocks and ETFs.

The option trade chart will be out shortly after the third Friday monthly option expirations. It includes multiple option trades on our existing holdings and likely stocks that will be in the Monthly Focus Stocks list the following week.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I own a Registered Investment Advisor – – however, publish separately from that entity for self-directed investors. Any information, opinions, research or thoughts presented are not specific advice as I do not have full knowledge of your circumstances. All investors ought to take special care to consider risk, as all investments carry the potential for loss. Consulting an investment advisor might be in your best interest before proceeding on any trade or investment.