August 2023 Newsletter In a few short months the portfolio has gone from a small beat to lagging by 2.4% - see performance stats further down. Don’t get me wrong, it’s still a nice return, but its concerning as the situation worsened at one point during the month, lagging by 3.5%. I usually start looking … Continue reading Why Does the Market Have Bad Breadth?
June 2023 Newsletter In my quest to beat the market, I am always searching for new ideas that could give me an investing edge. You can find these approaches anywhere such as in print, podcasts, Youtube and books. I recently read “100 Baggers: Stocks that Return 100-to-1 and How to Find Them”, by Christopher W. … Continue reading Another Way to Beat the Market?
May 2023 NewsletterIf you read my last newsletter, you will know that I made a speculative stock bet with First Republic Bank (FRC). Banks are normally not speculative, they are usually pretty safe, but not in this case. As mentioned before, banks exist almost solely based on the confidence that if you deposit your money … Continue reading How I Lost My Entire Investment!
I did not retire in my late 40s simply by making loads of money or by being a whizz at investing, contrary to what most people think. In the beginning like most, I kind of sucked at investing and my returns were all over the place. Also like most, I didn’t make a lot of … Continue reading Is Frugality a Super Power?
April 2023 Newsletter In March’s Newsletter I complained about being locked out of my trading account but concluded that it was not the end of the world as most of the time we humans tend to trade with emotion, which in turn, statistically, lowers our annual returns. It just so happens that all the banking … Continue reading Is the Banking System Failing?
March 2023 Newsletter I have been locked out of my trading account... again! This is not the first time, it would appear that even with today’s technology it's difficult to ask for reliable service. To be fair, I am traveling in a van, in central Mexico, nevertheless, you would think that service continuity would be … Continue reading Locked Out of My Account!
As an investor with an economics background, I’m fascinated by cryptocurrency. It’s an innovative form of currency that differs from anything the world has seen since the development of modern money. Crypto isn’t tied to a specific country, it's digital, it’s not easily manipulated, and is backed by complex technology. What’s even more interesting to … Continue reading What You Need to Know About Crypto Currency
February 2023 Newsletter After a big relative win in 2022 (7.6% over performance), I feel pressure to continue the winning streak, especially because I write a newsletter! The reality is that I (and you) can’t always be a winner. There are good years and bad years. It’s only in the long run that you can … Continue reading Rebalancing the Portfolio for 2023
2022 was a bad year for investors, but I’m going to let you in on a little secret that might make you feel better. You can still win in a losing year. Yes… even if you’ve lost money. The game is one of relativity, not Einstein’s version… but financial relativity.
I am often asked how I invest to beat the market. I attribute my success to developing simple market strategies but more importantly, following lots of investing rules! For more than a decade, this approach has worked quite well, and I’m sharing it with you here.
Money with Marc 