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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1976
SAI
Systematic Alpha Investments
New Jersey
$63K $0 1 0% Maintained
1977
WBC
West Branch Capital
Massachusetts
$63K +$68.2K 2 0.03% New
1978
Country Trust Bank
Country Trust Bank
Illinois
$60K +$12.5K 2 0% Increased
1979
MTIM
Marathon Trading Investment Management
Pennsylvania
$58K $0 1 0.01% Maintained
1980
JMF
Johnson Midwest Financial
Iowa
$57K +$53.9K 1 0.06% Increased
1981
ADL
Asset Dedication LLC
California
$54K +$29K 4 0.01% Increased
1982
NO
Ninety One
South Africa
$54K -$6.81K 1 0.02% Reduced
1983
TAM
Tucker Asset Management
Colorado
$53.4K +$6.51K 2 0.02% Increased
1984
M
MOTCO
Texas
$53K +$14.9K 1 0% Increased
1985
ED
Exane Derivatives
France
$52.5K +$37.6K 5 0.01% Increased
1986
TFO
Tarbox Family Office
California
$52K $0 5 0.01% Maintained
1987
GAM
Gemmer Asset Management
California
$51K +$15.1K 8 0.01% Increased
1988
Ossiam
Ossiam
France
$49K -$440K 2 0% Reduced
1989
PO
Private Ocean
California
$49K -$2.07K 2 0.01% Reduced
1990
HCP
Hexagon Capital Partners
Arkansas
$48K $0 5 0.01% Maintained
1991
AL
ADE LLC
Maryland
$47K $0 1 0.04% Maintained
1992
FI
Financial Insights
Washington
$46.8K +$47K 1 0.04% New
1993
LWA
Lenox Wealth Advisors
New York
$46K -$15.5K 5 0.01% Reduced
1994
SJIM
St. Johns Investment Management
Florida
$46K $0 2 0.03% Maintained
1995
Mather Group
Mather Group
Illinois
$45K +$238 1 0% Increased
1996
DCM
Dimension Capital Management
Florida
$44K -$6.4K 1 0.01% Reduced
1997
LPWM
Lake Point Wealth Management
Texas
$44K +$44.7K 3 0.02% New
1998
LS
Leelyn Smith
Illinois
$44K -$143K 1 0.01% Reduced
1999
WFA
West Financial Advisors
Iowa
$43K $0 1 0.01% Maintained
2000
CDIA
Capital Directions Investment Advisors
Georgia
$40K +$40.4K 2 0.01% New