Midyear Review

I have holdings in the following securities:

-JPMorgan Chase

-US Bancorp

-Berkshire Hathaway B

-ACN Accenture

-BAC

-Citibank

-Discover

-Hanesbrands

-Middleby

-Robert Half

-UnderArmour

-Visa

-Hexcel

-BNS

-Google

-SYF

-Balchem

-Mastercard

There is a lot of turmoil in politics today.  This bull market has been going on for a long time.  Some say the consumer credit cycle is turning bad.  Quantitative easing is becoming more difficult.  There is a lot of cash on the sidelines.  If tax reform comes into effect, I see the financials doing quite well.  What will be the cause of the next big financial meltdown?  I don’t know: political fallout?; oil?; terrorism?; war?; self driving cars?

Nobody can predict what the next big thing will be.  So it’s that critical question?  Does one keep their money on the sidelines waiting for a crash?  Or does one keep their money invested?

I want to take a good look at these stocks and predict their returns over the next 10 years.

 

 

 

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