The country is now slowly emerging from the shelter at home orders. Like most people, I’m tired of it. I miss my friends, some of whom are moving away soon. This virus is robbing me of the opportunity to spend time with them, which I will never get back. I miss my family. I’ve missed birthdays, graduations, reunions and planned vacations. I miss m
In my last letter I advised you not to kill the sheep, but instead to keep it fed and alive, so that we can shear the profits in a recovery. While I have been exceptionally busy on the phone and through emails, talking through portfolio strategy, I have not had one client (yet) instruct me to kill the sheep and sell out of stocks. This fact gives me great joy!
You are no doubt consuming the news like drinking from a fire hose. It is good to stay informed. However, I recommend taking frequent breaks and remembering the importance of walking outside and feeling the sun as often as is feasible. While we are learning what social distance rules to live by, we are fortunate in our ability to still interact with nature and stay connected th
Alsworth Capital Management - Third Quarter 2019 Investor Presentation, please click HERE