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
-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.