An 18 Month Experiment using large cap US companies from Dow

14 thg 4, 2020

The selloff appeared to have reached a recent low defined by liquidation, high anxiety,
hitting potential short to medium term lows by 2:30 PM on March 23, 2020.
a potential counter-trend opportunity

For the longer term position trader who would be no different than a long term investor in large cap companies, The prices for the week ended March 25, 2020, may have been an opportune window of entry given the levels of volatility and broad liquidation across most asset classes.

positions were taken by the close of March 24 and March 25, 2020, Q1 2020

A small selection of Dow Dividend giants was chosen for this experiment in counter trend positions,
which will be concluded in 18 months, or about September 2021, the end of Q3 2021

The lineup includes:

Home Depot
Intel
Microsoft
American Express
Visa
Goldman Sachs
Apple
Disney
3M

30 thg 4, 2020

Ghi chú

remarkable results

MICROSOFT TEAMS
a dowager showing ingenues like Zoom and Slack that it can play the collaboration game.

integrated within a user base and universe of products and services,
in the middle of a massive global pandemic which has only further accelerated the rise of remote work technologies.

up 28.8% since March 18/March 19
a 1.3 TRILLION dollar platform
all started in a New Mexico motel room across the one customer, a hardware company with the one of the first affordable personal computing machines in the 1970s.