The original impetus for this blog was that I had a significant amount of uninvested cash in my various bank and brokerage accounts, and I wanted to push myself to become more fully invested. After selling off around half of my VanEck Wide Moat and some Russell 2000 funds, I still hadn’t done anything with…
Yesterday, I analyzed my portfolio, and it was a case of good news and bad news. The good news is that my returns YTD (and in the past 12 months) seem to match the returns of the S&P 500 pretty well. I am less than 1% below the return of the US market, and so…
At the end of last year, I set some goals for 2025. They were: So how can I track my progress towards those goals? ChatGPT gives me the following things I should have as a dashboard: What is my YTD Return? 6.76% so far in 2025. What is YTD Inflation? Inflation in the US is…
Today, I decided to get out of some “fixed income.” I sold the last shares of MPAY and the two Brookfield Preferred Shares that I owned. MPAY has not been profitable for me. Even the interest they pay hasn’t made up for the drop in value of the ETF. MPAY mostly holds mid-term US government treasuries, which…
I’ve tried 2 or 3 times to write this blog post. Each time, I end up not liking the tone/direction and I put it aside and don’t publish. The stock market has had a bit of an interesting couple of weeks. While January and half of February was a great for me, the stock market…
I saw a video today that shows why things can continue the way they have been. It’s a bit long, but worth watching a bit of it. The basic concepts are that you can’t predict the future. And what happened in the past (including this year), cannot be used to predict the future. Most of…
I am thinking about my mix of investments. There are probably 10 different ways to look at the data. Among them: With that in mind, I’m looking to increase my exposure the the US broad market, and particularly the S&P 500. Let’s say I would aim to have half of my money invested in the…
It’s impossible to predict the future, especially the stock market. Even when the economy is bad, the stock market can do well. And it can certainly over-react to news at any time. And recover faster than anyone expected. So this is all speculation and there’s no way to predict the future. But let’s examine one…
Just over a year ago (October 2023), I had a hunch. I bought some American Express ($AXP). It’s up almost 100% since then. Maybe I’m a bit premature at this, but the other day I sold it and took the profits. I also took some $ZMMK (BMO Money Market) and bought some more small cap…
I heard an interview with Paul Merriman a few days ago, and it reminded me of the work he and his team has done analyzing the perfect “all weather portfolio” mix. The idea is that investing in the S&P 500 is nice. But you can do things to beat that without increasing risk (or even…
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