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