Ride the Wave 17 - Stock Market Winners

~240K Covid19 USA cases

Subtitle info*  # of cases in the USA #flattenthecurve.


Beat the S&P500 by riding the winners. This is my plan to build wealth using simple trend following tactics like adding to winners, cutting losers, and buying companies that I know and understand.

No idea where/how to start investing, email me!


Proven Winners

Disclaimer: I am not an expert. Financial decisions based on my newsletter are your responsibility. I write this letter for educational purposes. Formulate a plan that works for you.

The position size won’t equal 100%. I have small positions that I like to watch/track and build to. Once a company’s position size is greater than $VTI/VOO, I will add it to the table.


Recently Added

MIDD - Middleby

KEYS - Keysight


What I’m up to

Tax Time 💻🗂️ (revisited) :

Turns out I was eligible for the Lifetime Learning Credit in 2017. This credit was more substantial for me, so I did this:

  1. Track down 2017 Form 1098-T (from University)

  2. Follow the 2017 Form 8863 Instructions and fill out the amended return (Form 1040X)

  3. Send to IRS


100 Ways To Live Better 🥂🎢💌:

A couple of these are crazy, but hey, maybe that’s just me. A good amount of them are enlightening and I can attest a few.

My favorites (share yours in comments):

4, 18, 23, 25, 27, 37, 42, 46, 57 (or foster), 59, 63, 69, 71, 72, 79, 81, 82, 91, 95, 100, 106


📺:

The Other Guys - underrated comedy - had me and dad laughing all the way through.

Ozark - on my Mount Rushmore of TV shows: it's extremely well written and every character is intriguing. Ruth and Marty are 2 of my favorite TV characters of all time. Through 3 seasons, an episode hasn't disappointed.


📚📚 recs!

Thanks for reading!

✌️ Luke