The OIC Legacy Portfolio


So what is The OIC Legacy Portfolio?

The OIC Legacy Portfolio is a collection of low-risk, medium-reward mature companies that have established recurring revenue, strong earnings, cashflow, and healthy balance sheets. This portfolio is designed to be checked once per month (or maybe once per quarter!) for rebalancing, but is otherwise low worry and low maintenance. These are dynamite companies that you can leave to your grandchildren one day… Legacy.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
~ Warren Buffett


Portfolio Performance
11-14 Jan 22

Data on 14 Jan 22

Copy-Paste the tickers as needed:

AAPL ABBV AEP AMZN APD AXP BMY CAT CMCSA CRM CSCO CVX D DE DIS F FB GE GNRC GOOG HAL HON IBM INTC JNJ JPM KO LMT MSFT NVDA PFE PYPL QCOM STZ T TSLA VZ XOM


The OIC Legacy Portfolio Performance

An Annualized Return of 21.52% Since Actively Managed!

Active management began at end of 2019, and it has shown!

21.52% from low-risk assets!

Performance data updated annually

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