In an effort to get more ideas in front of both myself and readers I've now added a second portfolio to my weekly newsletter.
The first portfolio will be the Punch Card Portfolio which will be a concentrated portfolio that uses a "Heads I win, tails I don't lose much" strategy.
The second portfolio will be the Homerun Portfolio that is focused on stocks that have the potential for large rewards but also don't have much downside protection if things don't pan out.
It is tortoise vs the hare. Punch Card vs Homerun.
The first issue of the newsletter including my first Homerun swing went out to readers today.