Originally published December 13, 2021 Market Observations What a wild month it has been. The portfolio started to catch up in all the downward volatility only to fall even further behind when the market ran back up. Some of you also noticed that when the market went up, it did not bring everyone along for … Continue reading Know Your Portfolio’s Weaknesses
Category: Monthly Newsletter
Originally published November 17, 2021 I decided this would be a good post to share my thoughts about professional wealth management. I often get a lot of questions about this. But first, a bit about my underperforming portfolio. My Portfolio Continues to Underperform The portfolio continues to underperform, gyrating back and forth but getting a … Continue reading Should You Get Professional Wealth Management?
Originally published September 2021 The Big Picture The investment world continues to buzz about the market being overvalued and there being an eminent crash or worse, a decade of poor or negative returns. At the same time indexes continue to gain week by week. How can the market be both about to collapse and continue … Continue reading My Portfolio Update
Originally published July 18, 2021 As most of you know, I have restructured the portfolio to be more defensive, i.e., I paired down high flyers like Shopify, Kinaxis, and Amazon, deviating away from communications and tech companies while increasing financials and energy. This deviation is a defensive move to counter the historically frothy market, particularly … Continue reading The Cost of Being Different
Originally published June 5, 2021 Everyone makes mistakes and it's up to the small investor to accept these as part of the learning process. It's only human to avoid thinking of these train wrecks and move on as fast as possible, but that would be a lost opportunity in learning something. My Mistake I am … Continue reading Why I Suck at Investing… Sometimes
Originally published May 20, 2021 I don't think there is anything inherently evil about Real Estate Investment Trusts (REITs). I have owned them in the past…they can be great depending on what you need them for. Generally, this asset class along with utilities, bonds, and some big stable low growth dividend companies attract those investors … Continue reading Are REITs Low Risk?
Originally published April 5, 2021 The American market continues to rotate in and out sectors as it continues to shy away from the ever-popular technology sector. In the last month, the big winners were materials, industrials, and utilities which all gained about 7% while tech and communications only advanced about 2%. As a result, my … Continue reading Long & Short Term Predictions
Originally published March 6, 2021 Since the last newsletter, there has been a lot of volatility in the market with some evidence of sector rotation. In particular, there has been some selling out of the euphoric high-flying tech sector and this cash seems to be finding its way to other sectors like energy and industrials. … Continue reading Portfolio Update
Originally published February 6, 2021 What Does Shorting the Market Mean? You cant start a financial newsletter without talking about shorting GameStop. Non-investors are chatting this subject up all over and I find it difficult to explain to those people what shorting means as a concept. In the simplest terms, I would use the following … Continue reading Shorting GameStop
Originally published January 3, 2021 It is that time of the year -time to review your portfolio. I understand from some of you that it's difficult to do this, especially if you don't take note of your balances on or around January 1. To make it even more difficult, most trading platforms do not provide … Continue reading Review Your Portfolio
Money with Marc 