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?
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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
In this Newsletter, I will present some of the most popular investing styles and discuss the relative returns you could expect from each. I have tried many, but not all of these styles. The reason I haven't tried some of them is that they are dumb and stupid, obviously... ok maybe that's harsh... let's's just … Continue reading Investing Styles: Which One Makes The Most Money?
December 2023 Newsletter Although the year is not over, with less than a couple of weeks left, its likely that 2023 will end up a very strong year. As of this writing the SP500 has achieved about 23% return which in fact is a typical bull market return. The Canadian TSX on the other hand … Continue reading Crystal Ball Stock Projections for 2024
October 2023 Newsletter Did I really buy a Utility stock? Yes, I did! Good investors must be able to adjust their approaches as the market evolves. For the last decade, I avoided utilities because I figured that they were at risk due to historically low interest rates. Interest rates were bound to reverse any time… … Continue reading I Just Bought a Utility Stock… Should You?
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?
Money with Marc 