In this newsletter, I’ll discuss the pros and cons of staying connected to your portfolio—and how this topic became especially relevant while I was recently living in a small Cuban village with extremely limited internet connectivity. As many of you know from past newsletters, I often travel during the winter. For the most part, I … Continue reading How Often Should You Check Your Portfolio?
Tag: #investing
“How do you pick winning stocks?”That’s easily the number one question I get from friends and followers. The problem with that question is that stock picking isn’t actually the most important part of investing. Risk, portfolio fit, quality, diversification, position sizing, and how everything works together matter far more. Get those wrong, and even great … Continue reading The Secret to Picking Winning Stocks
In this edition, I’ll walk through how the portfolio performed in 2025, what worked (and what didn’t), and how I’m thinking about positioning the portfolio going forward. How Did the Portfolio Do? In real Canadian dollars, the portfolio gained 23.1%, which is a very strong result—especially since this figure includes currency losses. For investment measurement, … Continue reading Annual Portfolio Review – 2025
In this Newsletter, I will share my approach to investing in AI, its risks, its rewards and what history teaches us about innovation and more importantly how not to lose money at it. AI is pretty cool, it might change everything or at least some things for sure. Its already happening, every time I google … Continue reading Investing in AI: Navigating Risks and Rewards
In this Newsletter, I will share my personal experience on how compounding allowed me to retire at 48 and proclaim that it is the most powerful force in the universe. Actually Albert Einstein is credited for saying that, but there is no evidence that he ever did….go figure. What is compounding? It’s basically the same … Continue reading Compounding Stock Returns. Is it real?
In this Newsletter, I will share my thoughts about why the market is up, and what, if anything, we should do about it. In my April Newsletter (apologies for the fact that there was no newsletter in May, June or July!), I set out a series of strategies to buffer against the possibility of … Continue reading Why is the Market Up?
April 2025 Newsletter In this Newsletter, I will talk about taking advantage of a big market drawdown, as well as the risks and potential rewards of doing so. In my last newsletter, I discussed the tariff madness in the market, and the fact that up until that point things were not so bad. Less than … Continue reading Stock Strategies for an Uncertain Market
March 2025 Newsletter In this Newsletter, I discuss the tariff madness in the market and why my portfolio is now over-performing. The predictions of most Market Analysts regarding the tariff situation were wrong. They doubted that the US would implement tariffs against Canada, Mexico, and China... because why would the US apply tariffs that would … Continue reading Tariff Madness
In this Newsletter, I will share how the portfolio did in 2024 and continue the discussion about setting out my future portfolio strategy. I have already started to make changes to the portfolio with some new positions as well as some exits. How Did The Portfolio Do? That is often a complicated question. In real … Continue reading Marc’s 2024 Annual Performance Review
December 2024 Newsletter In this Newsletter, I share my thoughts about whether you need (or don’t need) to change your portfolio strategy as we approach some potential political chaos in the US. There’s nothing scarier than changes brought about by a rotation of political parties. The fear ranks up there with wars, recessions, and spiders. … Continue reading Do I Need a New Trump Strategy?
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