Eddy Elfenbein is the founder of Crossing Wall Street, which is a financial blog that’s been running for 17 years. He’s also the portfolio manager for an ETF based on his Buylist th...
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Eddy Elfenbein is the founder of Crossing Wall Street, which is a financial blog that’s been running for 17 years. He’s also the portfolio manager for an ETF based on his Buylist that he releases once per year. Interestingly enough, the list holds 25 stocks and is only rebalanced or changed at the end of the year. The buylist has beaten the S&P 500 by 61% since inception.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:18 - Eddy Elfenbein’s Story
0:03:04 - Eddy Elfenbein’s Fund Strategy
0:07:34 - Inspiration Behind the Buylist
0:08:43 - Rebalancing Once a Year
0:14:37 - What’s on the Buylist for 2022 and What It Takes to Qualify to Make It Onto the List?
0:17:45 - Moody’s (MCO)
0:19:52 - Selling 5 Stocks a Year
0:20:45 - How Eddy Thinks Through Selling and Rebalancing the Portfolio
0:25:31 - Revenue of Aflac (AFL)
0:30:03 - Silgan (SLGN), Science Applications International (SAIC), Moody’s (MCO), Reynolds Consumer Products (REYN)
0:36:09 - How Much Sector Exposure Does Eddy Elfenbein Weigh Into the Allocation?
0:39:01 - Eddy’s Thoughts on the Recent Jobs Numbers and Markets Today
0:48:02 - Eddy Elfenbein’s Top Pick
0:51:08 - Book Recommendations
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/the-buy-list-for-2022-w-eddy-elfenbein/
📖 BOOKS MENTIONED:
- One Up on Wall Street by Peter Lynch - https://amzn.to/3rbck2S
- Berkshire Hathaway Letters to Shareholders by Warren Buffett - https://amzn.to/3qgBcHy
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁
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