People are super excited about the emergence of AI. Excited – but not always in a good way. The news is full of headlines saying that most knowledge work will not exist in a couple of years, and even robots are coming for traditional jobs like drivers and factory workers. So what is safe? I…
I used to say, there was so much money in the world searching for a place to invest, that we may have entered an era where stock market crashes are over in a few weeks. We’re so conditioned to “buy the dip” and “buy when there’s blood in the streets”, that many people run toward…
I’ve been putting off writing this one. Partly because I didn’t want to face it, and partly because every time I sit down to look at my Novo Nordisk position, the number just looks worse. As of today, I’m down about 27% on my total investment in NVO. It stings. Not in a “there goes…
I posted yesterday that I had the following investment mix: After chatting with ChatGPT about it (yes, really), I needed to deploy some of that cash. Even ChatGPT was alarmed by the high cash position, which was earning no interest. So I decided to allocate some of that money to money market funds (YCSH) and…
I haven’t been looking at my portfolio too much this year. So, where am I at? My investment mix is currently as follows: That cash number has gotten high again. But I just don’t have the conviction to fully push it into the market. Believe it or not, with the stock market crash today (down…
In checking my portfolio for 2026, I had a pleasant surprise. It seems my portfolio is up 2.35% so far this year – as of January 26. That’s great! That’s significant. Looking at the numbers in more detail, two stocks are down the most. North American Financial 15 Split Corp. (FFN.TO) and FTN preferred shares…
The Vanguard S&P 500 Fund (VFV.TO) returned 11.48 percent over the past year in Canadian dollars. I look at that as a benchmark on which to judge my performance, although that might not be fair. I was hoping to achieve good annual returns without having the risk of a full investment in the stock market….
I don’t know why I hadn’t thought of it before. Today I decided to upload my portfolio to “Gemini Pro 3” and see what it thought about it. Now that’s just the currency of my holdings, not the underlying assets. I think about 6-9 months ago, I became very bearish on the US Dollar and…
The two main stocks that I own in the Public Portfolio have not done well so far. (I also own a Total Stock Market ETF.) Coursera is down about 11% from where I bought it. I guess they’re not benefiting from the relationship with OpenAI ChatGPT that I thought they would. And Novo Nordisk is…
I watched a recent OpenAI announcement with interest. OpenAI is now offering direct access to select applications within ChatGPT. According to OpenAI’s presentation, approximately 800 million people use ChatGPT every week. Companies that are promoted (even rarely) within ChatGPT have a significant source of free traffic and/or new user sign-ups. If a user asks ChatGPT…
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