I have 106 different active investments. This includes stocks (69), equity mutual funds, bond mutual funds, IBonds, CDs, and Treasuries. That’s a lot. I sold Autodesk (ADSK) recently because of some accounting hijinx. I like the company, but there are enough companies that aren’t investigating their own accounting practices, or, even worse, being investigated for […]
25% of My Investments Account for 80% of Gains Read More »
It’s in the high 90’s here in Central MA and it’s too hot to be outside, so I’ve been spending some time with my spreadsheets. Boy, I hope it cools off soon…anyway, I decided to take a look at my investment performance over the years. While overall I’ve done well, there are some definite patterns
Investor Blind Spots Read More »
Who doesn’t love tractors – right? That’s how I became a John Deere (ticker: DE) investor. At least, that’s how it started. Read on to see how I decided to buy shares and how I revisited my opinion on Deere this morning. Technology I like technology. I was the first person I knew who had
Updating My Thesis – John Deere Read More »
Checking, Savings, High Yield, Money Market, Treasuries…so many choices, which one is right? In today’s post we’ll talk about the different options for low to no risk places to put our cash. And spoiler alert…no one product is the right one. You’ll likely have a mix of several products to maximize your income while preserving
What Do I Do With My Cash? Read More »
I use the term conviction quite a bit when I talk about evaluating companies. Before I choose to invest my hard earned money a company, I want to have conviction, but what does that mean? According to dictionary.com, conviction is a fixed or firm belief. It’s the act of convincing a person by argument or
Conviction is Important Read More »
I read a fabulous article this morning titled This is how much money you’d have made if you bought Apple shares instead of a new iPhone every time it was released. Here. The article says: “If you had bought Apple shares worth of every new iPhone model on Apple event day from 2007 , you
Opportunity Cost & The iPhone Read More »
I was watching the Netflix movie Dumb Money this morning and it got me thinking. While the meme stock rally of 2021 was fascinating to watch, did it really create wealth? Game Stop (GME) was the poster child of the rally, how did it make out? GME went from a buck a share to over
See how happy these ladies are. It’s because they’ve invested in low-cost S&P 500 mutual funds. Many folks are fearful of investing. The market is rigged. Only the big guys make money. Look what happened to my family in 2008. The first 2 reasons may be true. The 3rd is likely true and likely impacting
You Need to Invest Read More »
A while back I wrote a post on covered call options so I wanted to provide an update with a real example to demonstrate some of the concepts we discussed. Today is May 20, 2024. Friday, May 17 was the big monthly option day as well as my 61st birthday. Many companies have option contracts
Covered Call Option Thoughts Read More »
Who doesn’t love a long-winded discussion on taxes??? OK, I promise it is not that and I promise it is not everything you need to know, because that would fill a book or 2, but we’ll talk about some of the key concepts that we all should understand in order to maximize our total returns.
Everything You Need to Know About Taxes and Investing Read More »