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…
I saw an interesting chart today. The conclusion can be that investing in stocks, while riskier, averages out to a higher return in the end. And thus, it’s pointless to invest in fixed income products. If you can survive without the money invested in your account for, 10 years say, you are always better off…
I’m glad that I didn’t really do anything to my portfolio in response to the Donald Trump tweet. Today is “Black Friday.” I am not normally a shopper, but today I decided to splurge a little and buy a new computer. After all, my business is online, and working on a 6-year-old computer is a…
I am not a stock trader. I do not trade in and out of stocks based on short-term news events. My time horizon is 20 years. I have to repeat that to myself like a mantra: I am not a stock trader. I am not a stock trader. Future President of the United States, Donald…
Taxes are sometimes invisible. Sure, once per year, it’s very painful and evident that the government has reached into your pocket and extracted thousands of dollars (or millions or more). But they take that money silently the other 330 days per year, or the debt accrues invisibly. For instance, the company I own has a…
Do I need to revise my goals every year? I don’t know. Maybe I should think about them. When I started this blog in 2022, I had a lot of cash. So, my main goal in 2022 was to get “fully invested.” I also wanted to grow my investments to match my business income, which…
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