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…
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…
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…
I’ve done this before, but it’s been a while. Here are the top 5 positions that I have in stocks or ETFs. #1. S&P 500 Index Funds (VFV and VUAA) – 23.5% Since I’ve exceeded my “50% index funds” goal, the S&P 500 is one of my core holdings. I actually own two S&P 500…
I should leave my portfolio as it is. I should not look at it or touch it. But I have these days where I get frustrated with investments that I put a lot of thought into and went nowhere. Meanwhile, the S&P 500 keeps chugging along. So yesterday, partly out of boredom and partly out…
This is a dividend blog, and I am biased toward dividend-paying companies. Dividend-paying companies are generally mature, have lots of free cash flow, and prioritize the investor over the company’s management. No, they are not focused on taking “moonshots” to invent new products and break into new markets, but they are responsibly run cash machines….
I watch a guy on YouTube, Ben Felix, who talks about investments. Ben is very research-focused, and each of his videos delves into some long-term study on investing that has some exciting results. Much of that still goes over my head, and I wish someone Explained It Like I Am Five. His latest video shows…
About a year ago, I became interested in closed-end funds (CEFs). They offered relatively high dividend returns but also had some risk. It was a rather complex calculation that I was making, but I figured that holding on to the best quality closed-end funds for a couple of years would be pretty lucrative. Most of…
HYLD was the single largest holding of my portfolio at 7.2% and gives off an attractive yield at over 13.4% of the cost. This yield was the best-yielding fund in my portfolio. And as much as I love the high yield, I have not been thrilled with how the fund has lost value over the…
I’ve had a lovely time away from the markets, and away from the computer. A little vacation always does the soul good. And while I was gone, the market went crazy. The good crazy, not the bad crazy. My portfolio, as a whole, is in the green for the year. THE GREEN! Again, I am…
We use cookies to improve your experience on our site. By using our site, you consent to cookies.
Manage your cookie preferences below:
Essential cookies enable basic functions and are necessary for the proper function of the website.
Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.
Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.
Service URL: policies.google.com (opens in a new window)
You can find more information in our Cookie Policy and Privacy Policy.