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September 23, 2018

Portfolio Performance

The following portfolio provides ample evidence of the robustness of my investment approach. Sadly, I don't think many have checked it out. Why do people chase rainbows and the latest bitcoin nonsense yet ignore solid stocks like these?

Check out the portfolio here...https://www.siliconinvestor.com/portfolio.aspx?fid=521

Companies included in this portfolio:

American Railcar
Caterpillar
Emerson Electric
Federal Signal
Oshkosh Truck
Paccar
Freightcar America
Trinity Industries and note the Arcosa spin-off distribution to stock holders https://www.businesswire.com/news/home/20180515006540/en/Trinity-Industries-Introduces-Spin-off-Company-Arcosa-Announces and check this analysis which sounds balanced https://seekingalpha.com/article/4180716-trinity-industries-inc-spin-entity-look-overly-promising

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