2020 Q4: Baking the pie
This is the beginning. This post documents my starting point for this strategy.
The table below is exactly what the 3M Screen returned using the Schwab stock screener on 10/16/2020.
I set up the Starry-eyed pie in my M1 Finance account (referral link) and funded the account.
As per step 3, I will not be checking or reporting on the progress of this investment frequently.
My next scheduled pie adjustment will be around January 15, 2021 and my next post will be on or around February 1, 2021.
Screen results
The 3Ms column is a combined coding of the margin of safety (4 or 5 stars), management (all exemplary), and moat (narrow or wide). For example, 4EN means 4-star rating, exemplary management, and narrow moat.
| Symbol | Description | 3Ms |
|---|---|---|
| ATO | Atmos Energy Corp | 4EN |
| BDX | Becton Dickinson and Co | 4EN |
| CFR | Cullen/Frost Bankers Inc | 4EN |
| CVX | Chevron Corp | 4EN |
| DFS | Discover Financial Services | 4EN |
| EPD | Enterprise Products Partners LP | 5EW |
| FANG | Diamondback Energy Inc | 5EN |
| HAL | Halliburton Co | 5EN |
| HFC | HollyFrontier Corp | 5EN |
| JLL | Jones Lang LaSalle Inc | 4EN |
| JW/A | John Wiley & Sons Inc | 4EW |
| KO | Coca-Cola Co | 4EW |
| MMP | Magellan Midstream Partners LP | 5EW |
| MTB | M&T Bank Corp | 4EN |
| PM | Philip Morris International Inc | 5EW |
| PXD | Pioneer Natural Resources Co | 5EN |
| SCHW | Charles Schwab Corp | 4EW |
| SLB | Schlumberger NV | 5EN |
| TWNK | Hostess Brands Inc | 4EN |
| USB | U.S. Bancorp | 4EW |
| VNOM | Viper Energy Partners LP | 5EN |
| XOM | Exxon Mobil Corp | 5EN |