I estimate that I have about 20.8% of my investable net worth in cash right now. My original 2022 goal was 10%. I briefly achieved that. But life gets in the way sometimes, and assets move around. And now I’ve drifted back up to 20%. So I’ve decided to move some money around to make…
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…
Criteria #1: I like to see consistent revenue growth over time. To start, let’s look at how its revenue and earnings have grown over time. Novo Nordisk appears to grow its revenue consistently over time. Of course, it’s hit a home run with its weight loss drug, Ozempic. As I mentioned in the Eli Lilly…
I am still deciding what my first investment should be. A friend suggested Eli Lilly, so let’s see how it is. Criteria #1: I like to see consistent revenue growth over time. To start, let’s look at how its revenue and earnings have grown over time. Eli Lilly appears to grow its revenue consistently over…
Have you ever seen a revenue chart from Netflix? It’s gorgeous! Or how about Google? My heart skips a beat! Or Apple? OK, not as pretty but still… These companies have a long history of growing revenue, year after year. Even during the worst economic times in the past 20 years. So why don’t I…
I’ve mentioned before that one of my problems is that I have so many brokerage accounts, and some are easy to access, while others are more difficult. This was partly what made reducing the amount of cash I was holding (my original challenge) so difficult. One of the more difficult brokerages is HSBC. The fees…
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…
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