So I’ve used the basketball analogy to describe the DTM5 more than a few times. And with good reason. The DTM5 is all about investing in the ‘best 5’ ideas. The Starters. But, those ideas change over time, and sometimes the timing isn’t right to build a position or own them. So some are rotation players. And some stay on the bench for awhile. When you look at a basketball teams roster, you’ll see a few faces that have never been on the floor. Yet!

Here is a current list of investments that are on the roster. Not necessarily in the account. But ones that the DTM5 holds, are on the bench, or are being investigated. Subject to change of course! These apply to both the DTM5 and the DTM5-C.

Note: I’ve created a page on the main menu of the blog (‘Watchlist”) that I will update on a regular basis which represents my ‘roster’ at any given time. So for more a more current summary of starters, benchwarmers and prospects, see here: https://dtm5.com/watchlist/