October 2022 Newsletter In my July Newsletter, I set out a strategy to start buying positions in the least loved sector if and when the S&P 500 falls below 25% year to date (YTD). After a couple of near misses, the market finally crossed over this threshold albeit for a short time. True to my … Continue reading The Market is Falling, So Why Am I Buying?
Category: Monthly Newsletter
Every so often I review a sector within my portfolio to make sure that the individual positions still make sense. A review of my Energy stocks reminded me how much I despise that sector. Why? Because Energy stocks do not act like normal stocks. They have an additional level of complexity based on the underlying … Continue reading Why I Hate Energy Stocks… but Still Have Some
Big changes are coming to the Monthly Newsletter! My girlfriend Nat, who has skills related to publishing blogs, website design, and other things too, has finally convinced me to get real… using the (gasp) interweb. Well as long as she does the work, why not? So here it is! The blog will provide a better … Continue reading Money with Marc: From Newsletter to Blog
Originally published July 25, 2022 Is your portfolio too risky? What is 'risk'? How do you measure it? These are all good questions and I have been pondering them since the beginning of the pandemic. In my opinion, most professionals do not understand what true risk is. They almost always talk about the volatility of … Continue reading The Risk Conspiracy
Originally published July 3, 2022 The American market has finally achieved a bear market status (a fall of 20% or more within the year)... then it climbed back up, then it fell again. So are we in a bear market? Sort of. You have to remember that 20% is not a magic number, it's simply … Continue reading Almost Time to Go Bear Hunting
Originally published May 22, 2022 Is the market crashing? Should we sell? Is it the beginning of the end for all asset classes? The internet is bombarding everyone with this kind of noise and scaring investors into selling. It's the internet and it's noise, would you really expect a reasonable message? Like, don’t worry it's … Continue reading Nowhere to Hide
Originally published April 16, 2022 Almost every day some YouTuber, Analyst, or Media Talking Head yells out a warning that all of a sudden this issue or that issue is about to crash the stock market. The issue could be the inverted yield curve, inflation, government spending, housing prices, and maybe even avocado pricing. These … Continue reading The Yield Curve Inverted and a Recession is About to Crash the Stock Market!
Originally published March 12, 2022 When huge shocks like a war hit world markets, some companies become winners and others become losers. In a sense, every stock goes through a repricing process as new information enters the market. As the shock of war ripples through the system, military defense companies, and affected commodities like oil … Continue reading War, What is it Good For?
Originally published February 6, 2022 Portfolio Update It's been another good month for the portfolio versus my benchmark, however, I am still slightly negative for the year. There has been a lot of volatility in the markets and most of it is playing in my favour as it relates to my more defensive positioning. My … Continue reading The Financial Periodic Table
Originally published January 2022 Not unlike most of the 2021 world Covid dumpster fire, the investment world has also been really volatile, which has been both good and bad. How can it be both? Well, my 19% portfolio return is nothing to sneeze at until you factor in that the SP500 USA index returned about … Continue reading Marc’s 2021 Portfolio Returns
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