Investments in Play

Current Holdings

Blue Chip

Apple (AAPL)*

Best-of-Breed consumer electronics manufacturer of cell phones, tablet PCs, computer systems and recently breaking into consumer services.

Sectors: Tech Consumer Products, 5G, Cloud

Berkshire-Hathaway (BRK.B)

Warren Buffet, considered the greatest value investor of all time, created Berkshire as a conglomerate of a multitude of companies ranging from See’s Candies to GEICO insurance.

Sectors: Real estate, insurance, food, consumer products, and many, many more.

Long-Term Speculative Basket Member = limited allocation size

Boeing (BA)

The world leader in airplane manufacturing, #1 exporter of the United States and maker of military solutions.

Sectors: Aerospace, Military

Dow (DOW)*

Chemical manufacturer producing products for the world market in consumer care, infrastructure and packaging markets featuring a 5%+ dividend.

This industrial manufacturer will struggle during a weak economy but may be best-positioned for an evenutal global turnaround as its products are used in practically everything from manufacturing to consumer home goods.

Sectors: Industrials, Basic Materials

Disney (DIS)

The Best-of-Breed player in entertainment with divisions in motion pictures, theme parks, vacation resorts, television networks including ABC & ESPN and adding streaming services.

Sectors: Media Entertainment, Streaming, Consumer Services

IBM (IBM)*

A legacy technology company struggling to make it a Software As A Service (SAS) world, IBM’s recent shift to cloud services and artificial intelligence combined with its purchase of linux-maker Red Hat, along with its juicy dividend might make for a lucrative long-term turnaround play.

Sectors: Computer Servers, Red Hat Linux, Artificial Intelligence, Cloud Services

Long-Term Speculative Basket Member = limited allocation size

JP Morgan (JPM)*

Considered the Best-of-Breed in banking and financial services, JP Morgan has a high valuation and is often considered more expensive than its peers, but its consistent performance proves it deserves the valuation.

Sectors: Financials

Banking Basket Member = limited allocation size

Nike (NKE)*

The historic #1 purveyor of shoes, athletic apparel and equipment in the world, Nike continues to dominate its sector with new technology and innovative ideas, continually outshining its competitors to remain Best-of-Breed.

New-found success in Direct-to-Consumer (DTC) and personalization, Nike has proven that even in a global pandemic, it has what it takes to make the sales and reach its consumers.

Sectors: Consumer Products, Apparel

Disruptors

Amazon (AMZN)

The leader in online retail and one of the Best-in-Breed in both cloud services and streaming, Amazon is set up to become one of the biggest companies in American history.

Sectors: Tech, e-Tail, The Cloud, and more!

Long-Term Speculative Basket Member = limited allocation size

Canopy Growth Corp (CGC)

The #1 consumer purveyor of cannabis in Canada with a $4B investment from Constellation Brands (STZ) for eventual U.S. market development.

Sectors: Consumer Cannabis

Coinbase (COIN)

Currently, the leader in cryptocurrency exchange, Coinbase allows users to buy and sell Bitcoin and many other cryptocurrencies in a similar fashion to a stock broker.

Sectors: Cryptocurrency

Long-Term Speculative Basket Member = limited allocation size

IDEXX Laboratories (IDXX)

The #1 purveyor of veterinary equipment, testing, and supplies and the Best in Breed play on the Humanization of Pets thesis.

Thanks to the global pandemic, it seems everyone is becoming a pet parent, and this new trend only benefits IDEXX further.

Sectors: Veterinary Medicine, Veterinary Technology

Logitech (LOGI)*

Long-time maker of computer and video game peripherals including mice, keyboards, controllers, headsets, speakers, videoconferencing, and much, much more.

Console-agnostic, Logitech makes equipment for Windows, OS/X, Sony Playstation, Microsoft Xbox, Nintendo Switch … everything.

Their line of products have made Logitech a darling of the COVID-19 pandemic and the ultimate Work-From-Home (WFH) play.

Sectors: Computer Hardware, Gaming, e-Sports, Work-From-Home (WFH)

Nvidia (NVDA)*

Class-leading innovator of chipset technology for the data center, autonomous vehicles, graphics and much more.

Nvidia’s the leader in Graphic Processing Units (GPUs0), processors not only used in gaming and graphics application, but also capable of powering gigantic data servers for use in the Cloud space.

Sectors: Data Center, Gaming, e-Sports, Semis, The Cloud

Salesforce (CRM)

Considered Best-of-Breed in The Cloud sector, even considered the creator of The Cloud concept to most, Salesforce is the leader in Software As A Service (SAAS) Customer Relationship Management (CRM).

With an amazing CEO who also focuses on Environmental, Social, and Governance (ESG) concerns, CRM has an amazing track record of growth and out-performance.

Sectors: The Cloud, CRM

Long-Term Speculative Basket Member = limited allocation size

Skyworks Solutions (SWKS)*

Skyworks Solutions makes many if not most of the components that go into cell-phones and mobile devices. This semiconductor may be the new Best-of-Breed play for the upcoming revolutionary 5G mobile data network upgrade internationally with a dividend of 1.5%.

Sectors: Semiconductors, Mobile, 5G

Square (SQ)

Mobile payment processor for small-to-medium businesses breaking out into capital products including short-term business loans with opportunities in consumer payments.

Contact-less payments through their Square Cash app has made Square extremely popular in a pandemic world wary of contagion by touching keypads and other devices in public.

Sectors: Fintech

Take Two Interactive (TTWO)

The makers of such incredibly popular video game series as Grand Theft Auto, Red Redemption, NBA2K, and Borderlands, Take Two Interactive (TTWO) is one of the leaders in video game development.

Sectors: Gaming, e-Sports

Tesla (TSLA)

From its enigmatic CEO, Elon Musk, to its iconic cars and battery packs, Tesla (TSLA) may be the most well-known disruptor company, all the way up there with Amazon (AMZN).

Its long-term growth prospects are outstanding, however the stock’s volatility is just as insane. This is a wild-child and the stock is a lightning rod in both rallies and selloffs.

Sectors: Electric Cars, Automation, Battery Technology, Solar Panels, you name it…

Twilio (TWLO)

Twilio provides cloud communications services helping major companies manage customer interaction, GPS location, embedded voice, video, and more into software packages.

A very popular tech startup, TWLO is extremely volatile and is prone to huge swings in price movement with inconsistent performance but exciting prospects.

Sectors: The Cloud, Software-as-a-Service (SaaS), New Tech

Long-Term Speculative Basket Member = limited allocation size

* Indicates a stock that yields a dividend. Reinvested dividends provide significant long-term gains and can also offer solace during periods of market downturns.

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