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
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
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?
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