For many of us, a portfolio of mutual funds and ETFs is perfect. Whether we have passive funds that track an index like the S&P 500, or active funds in which a portfolio manager chooses a basket of securities, we leave the hard work of choosing individual securities to the professionals. But for some of […]
Why Buying a Basket of Securities Makes Sense Read More »
I don’t like Bitcoin and I’ve often recommended that readers stay away and go with a nice low-cost S&P 500 fund instead. And if you really feel the need to own some, keep the position to a very small percentage of your investable assets. But I also realize that I’m wrong sometimes and Bitcoin is
I Own Some Bitcoin, But That Doesn’t Mean I Have To Like It Read More »
Is a recession coming? Is the market overpriced? (and what does that even mean?). Are we due for a pull-back? No one wants to make a rash financial move, so before we commit our hard-earned money to a stock or mutual fund purchase, we want to be sure we’re not buying at market highs. Bank
Keep Buying Stocks (or funds) Read More »
I write a lot about evaluating companies and tracking performance, as well as the wealth building track record of the S&P 500, but how does a beginning investor get started buying stock? Before we jump in, a couple of thoughts. Owning Shares of a Company First, I don’t like to think about investing in equities
A Beginner’s Guide to Buying Stock Read More »
I just finished writing about dividend aristocrat Fastenal here. The post was about how important it is to have companies in our portfolio that pay a regular, and increasing, dividend. Read it. It’s quick and informative. Just after I wrote about Fastenal, I read Bank OZK Announces Increase to Quarterly Common Stock Dividend and Announces
Another Dividend Favorite Read More »
As an investor, there is nothing more exciting than when I buy shares of a company and I’m immediately rewarded with a huge gain. Take Nvidia (ticker: NVDA) for example. Look at this 5 year chart. Since late 2023, it’s been on fire. I’m excited because I own shares. I’m up big on this investment,
Boring Is Beautiful Read More »
Whether we’re invested in individual stocks or we hold some nice low-cost mutual funds and ETF’s (read more about mutual funds here), today, 6/21/2025, we’re pretty pleased. The S&P 500 is within spitting distance of all-time highs. I’m not sure that “spitting distance” is a precise measure, but the point is we’re pretty darn close.
What’s Going on With Equities? Read More »
In his book One Up On Wall Street: How To Use What You Already Know To Make Money In The Market, Peter Lynch tells lots of stories about how to recognize great businesses and how to choose investments. One of my favorite stories in the book is about how Lynch noticed the L’eggs eggs all
As you can tell from reading my posts, I’m pretty cheap. I love to save a buck and it kills me to pay more than I have to for something. If I can do it myself, I do. I’ve been cutting my own hair for 20 years. My buddies wouldn’t be surprised based both on
It’s Hard to Buy When Prices Go Up Read More »
As investors, our goal is to buy something, watch the value grow over a long period of time, and then sell it for (an enormous) profit. No amount of research and analysis can tell us which investments will grow over time, so we typically buy at least 20 or so investments or we invest in
Selling Shares of Great Companies Read More »