A friend is in the process of closing a
nine-figure deal after more than two years of negotiation. He asked me if I had
a suggestion for how to invest a mild-mannered legacy portfolio for the family
trust he’s now working on.
To respond, I returned to the list of stocks
featured in my blogpost of one month ago, July 27. I’d suggest all of them for a relatively low-risk,
well-diversified, big-bucks legacy trust of any friend or relative.
A corporate trustee would then keep an eye on
them to weed out any that appear to be going bad at any future time.
For corporate trustee, I’d probably suggest
National Advisors Trust, because I was a member of its inaugural board of
directors and know its employees as brilliant, well-educated, competent people of
integrity. You can visit it at:
To find my list of recommended legacy stocks,
I mined them from both the AAII
Model Shadow Stock Portfolio and the three leaders of AAII’s collection of 77
stock-selection strategies.
I turned first to AAII.com to see the selections
for the AAII Model Shadow Stock Portfolio for good reason. As of June 30, 2013,
the model’s total return for the year to date was 35.1% and its average total
return for the last 10, 5, and 3 years was 22.3%, 23.2%, and 37.6%—and 63.3%
for the last 12 months.
For that July 2012 blogpost, I’d mined the ticker symbols
of the model portfolio’s holdings alongside those of companies not in the model
but recently passing its selection criteria.
My combined list of tickers in alphabetical
order:
ACY, ADUS, ADY, AIQ, ALG, AOSL, APP, ARL, CBK,
CPSS, CSS, CXDC, DCO, DXYN, EAC, EBF, ECTY, MERU, FDP, FLXS, GAAS, GAI, GILT,
HDNG, HMNF, HOFT, HTCH, IBCP, IFMI, IMH, INOC, ISH, JCTCF, JST, KBALB, KTCC,
LIWA, MDCI, MIND, MRLN, PCCC, PCMI, RCKY, RCMT, REGI, REX, ROIAK, SALM, SCVL
SGA, SKYW, SMP, SGRP, SNFCA, TA, TCI, USCR, VOXX, WLFC, XRM, XRSC, ZEUS.
AAII points out that its two model portfolios—one stocks, another funds— “are
real investments with real dollars that are managed as if by an individual
investor.”
For the organization’s list of benefits for
members, see:
If you wish, visit Amazon for the review of my
14th book:
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