Many of my posts tell a positive story. I talk about companies in which I’ve invested that have grown significantly. I talk about the wealth-building powers of compounding and the long-term gains of the S&P 500. The reason I focus on this is that with all the doom and gloom news, it’s easy to stick […]
I’m Wrong A Lot, And That’s OK Read More »
While we all celebrate our first Fed rate cut, and enjoy a robust stock market rally, don’t forget about plain old boring cash. Savings Account Interest When I was a kid, I would deposit my paper route money in my passbook savings account and I could depend on it growing at 5.25% each year. Pretty
It’s Time To Start Thinking About Cash Read More »
OK, not bye, bye, but I did sell some shares. Let’s talk about why. I don’t like to sell shares of the companies I own. I’m a big fan of letting my winners run. Apple, Amazon and Netflix have grown from small initial investments to huge portfolio holdings for me because they’ve performed so well.
Today’s headline on Yahoo Finance It’s been a rocky week. The S&P was down this week. It was down big in late August as well. It came back strong after the August drop, but the money we “lost” in the drop isn’t easily forgotten, whereas the gains that slowly build are less dramatic. I wrote
Should I Wait for More Certainty to Invest? Read More »
This morning I got up, made coffee, my wife, dog and I went for a quick walk and I was looking for something fun to do while I finished my coffee. Like you, I thought to myself, wouldn’t it be fun to refresh my thesis on one of the companies in my portfolio. If you’re
Analyzing Stocks is Easier Than You May Think Read More »
A while back, I posted about covered call options. I mainly invest in stocks, bonds and mutual funds, but I use a small portion of my equity allocation to invest in covered call options. Covered calls can provide immediate income, but at the risk of long-term gains. Risk of Long-Term Gains We’ll go through some
The Pros and Cons of Covered Call Options Read More »
In an earlier post on Mutual Funds and ETFs, we talked about mutual funds and ETFs, how they work, the fees they charge and how we get our money out after investing. Mutual Funds and ETFs are baskets of securities, but it is important for investors to know a little bit about how they manage
I Bought a Mutual Fund. What Do I Own? Read More »
In case you hadn’t noticed, there was a bit of market volatility last week. If you watched CNBC or another market outlet, it seemed like the end of the world, and then there was a miraculous comeback, and if you ignored it all, you might see a small pullback in your balances but nothing alarming
What The Heck is The Japan Carry Trade?? Read More »
CNBC reported today: Here are all the reasons why Monday’s major market wreck is happening. Show of hands, who finds this helpful? Backdrop Today is Monday, August 5, 2024. The S&P 500 is down 3.25% today. This is after heavy losses both on Thursday and Friday of last week. Here’s Why This Makes Me Angry
This Isn’t Helpful Read More »
From CNBC: Dow drops 1,000 points, Nasdaq craters 4% in global market rout. That’s on top of 2 really bad days in the market last week. CNBC also reported that investors were having trouble logging into Schwab’s website. This could be the greatest gift for some of these investors. Yes, It Hurts I don’t mean
The Sky is Falling!!! – Please Don’t Panic Read More »