Josh Allwine

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.