RTX - Betting The Farm - These 6 Dividend Stocks Dominate Our Family's Portfolios

2024-07-19 07:30:00 ET

Summary

• I focus on long-term investments, emphasizing macroeconomic insights and actionable stock ideas. My portfolio is built on high-conviction, rarely-sold stocks.
• Investing for decades, I follow Howard Marks' wisdom: predicting the future is impossible, so focus on businesses with strong long-term growth potential.
• My top picks span energy, transportation, and geopolitically-influenced sectors, chosen for their resilience and unique advantages, aiming for sustained shareholder value.

Introduction

If there's one thing I love, it's discussing my favorite long-term investments with readers. Hence, in recent months, I have put a bigger emphasis on articles that include two components: some fundamental background (like economic developments) and actionable ideas.

In this article, things will be similar, as I will present the six dividend (growth) stocks that dominate my account and various family accounts that I "advise."

However, because I am writing under my real name, I cannot provide more specific details about the owners of these accounts....

For further details see: