Annual Review Part Two

by Travis Johnson, Stock Gumshoe | February 1, 2020 1:54 pm

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Part two of my annual look at all of the Real Money Portfolio holdings... including thoughts on Apple, Amazon, Berkshire, Facebook, Boston Omaha and Tiptree

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dayanand

2 years ago

I did not see any commentary in the annual review regarding your position in gold. Not sure if I missed it

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Travis Johnson, Stock Gumshoe

2 years ago

Reply to dayanand

Haven’t commented on gold or gold stocks in the portfolio yet. Less than halfway through, it’ll take a few more installments to get to everything.

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Investor Clouseau

2 years ago

Looking to double my tiny entry position into $TIPT on Monday, liking them more than $BOMN which I sold out of last summer and may re-enter if it dips below the $20 mark.

Thank you kindly for putting them on my radar. Nothing I was looking forward to adding dropped on Friday, but I guess that’s a good problem to have. Can hardly wait to read the rest of the reviews while I cheer on my near-term $T options!

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rookie2294

2 years ago

Travis, your own portfolio stocks have likely kept you busy enough this week, but do you have any new thoughts about a watch list stock, Corning ($GLW), since its recent earnings report? It’s getting pretty close to your potential buy price.

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Corning (GLW)

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