Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

The LAST ramping trades for Portfolio - BBT, SWY, PFE

Posted on | October 10, 2008 Time: 6:52 pm |

Well, this is it. I am officially done with the ramping process after these last three trades.

I can’t quite fathom the odds of trying to get this venture off the ground smack in the middle of the worst crisis of my lifetime.

What will be, will be. I will grow with it, and hopefully this portfolio will grow as its underlying ideas make their effects known to the markets.

Buying BB&T - A good old fasioned, safe, normal bank with a 5% yield… Buying 1000 shares at $28.54

Adding to PFE - dividend is too big to ignore, and too safe. Adding 1500 shares at $14.91 - My Portfolio Thesis can be found here

Adding to Safeway - buying 900 shares at $20.12 - original thesis and current earnings can be found here

Ryan Barnes (email me)

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Read more on BB&T, Pfizer, Safeway at Wikinvest
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