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 »
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 »
I’m 62 and retired. Paychecks stopped coming over 5 years ago. I took the leap and retired at 56, after doing quite a bit of analysis on expenses, growth projections, and likely market scenarios. It seemed like there was a high probability that I could retire comfortably and my job just wasn’t that much fun
Here’s An Idea To Generate Some Income. Read More »
While I write quite a bit about stocks, I continue to invest in, and advocate for, an investment in a nice low-cost S&P 500 fund. It’s Sunday morning, I have a cup of coffee and I am reading the 10-K for Arista Networks. OK, it’s a hundred pages, I’m not reading, I’m skimming and focusing
Another Reason to Love The S&P 500 Read More »
It’s April 22, 2025. The S&P 500 has had a wild ride of late. It’s down about 11% year-to-date, but that doesn’t begin to tell the story. It’s been a mad house. Given the pain we’ve been through, it seems time to ask the big question “Is now the time to buy?” Headlines This has
Dollar Cost Averaging is Your Friend Read More »
Everything is down. We had a brief reprise on Wednesday April 9 when some of the higher tariffs were rolled back to 10%, but today Thursday April 10, we’re down again. I look at my holdings. My mutual funds are down, my stocks are down, my bond funds are down, especially long-duration treasuries. The mid-cap
What’s Up With Tariffs and Stock Prices Read More »
As an investor, it’s important to understand who is running the companies in which we invest and to learn how they make decisions. I’ve probably lost 90% of the readers at this point, but I’ll continue for the remaining reader or 2, but also for myself because I find that by writing this, it helps
3 Thinks I Learned From The Amazon Shareholder Letter Read More »
There is no joy in Mudville…Mighty Casey isn’t the only one who has struck out today. We’re all getting sent back to the dugout. It’s a bad day on top of a volatile year to date. Zoom Out Here’s where I tell you it’s not so bad. On the chart below of the S&P 500
Fun Things To Do When The Market’s Melting Down Read More »
I’ve written a bit about company annual reports. What are they? Each year, every public company puts together a formal report to shareholders. If we own shares, that’s us. The managers that run the company are letting us (the owners) know how the company performed and what the outlook is for the coming year. Can
Reading Annual Reports – Don’t Be Discouraged Read More »