Josh Allwine

Josh has a degree in Philosophy from Towson University, and a family tradition steeped in the stock pages of the Baltimore Sun and New York Times. He began his interest and love of business and American markets when he bought his first stock at the age of 12. Using a small bit of inheritance, he bought shares of Disney and followed the company through Eisner's reign and fall as CEO, to Bob Iger and the Pixar animation studios merger. Josh's Grandfather was an avid stock investor, and they used to sit together at the kitchen table, sipping coffee while reading over the stock charts in the paper. They would discuss management, CEO's, new products, and fascinations with business systems. Today, Josh works in sales at a Baltimore-based production company, producing special events for corporate and private clients.

General Information

Josh Allwine
Fool Since:
August 2 2013
Where I Live:
Baltimore, MD

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Stocks I Own:
mkl, brk.b, fb, amzn, aapl, ua, yhoo, goog, pbs, amba, tsla, scty, sbux, ttwo, kmi, cost, clb, kmi, cmg, dis, baba,

Investing Favorites

Everything.world Focusing on industries puts blinders on the optionality or additionally of a corporation. I do prefer businesses that have stellar managers, and are preferably founder-led.
My own - coming soon.

Investing Expertise

My Area of Expertise:
Greatest Investment:
Worst Investment:
Money I Manage:
My own, and my partner's retirement accounts. My goal is to build a fiduciary advisory business and also teach others the wonders of owning businesses.

jibbaballwine is following 2 Fools

How I Invest

I try to invest a bit each month, but find that it is expensive to invest this way due to the commissions that brokers charge you. So, my strategy is to invest once per month, regardless of the day or time, or market condition. I look over my portfolio balance, and find holes to plug or companies to add to. Having a strategy to your portfolio as a whole is more important than how one investment is performing vs. the others. I want to stay balanced, with about 25-30% invested in Berkshire Hathaway, and the remaining 75% in high growth, visionary, high performing companies. I rebalance this with each purchase, and like to buy 2-3 stocks at a time in order to stay balanced and diversified.