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?
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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!
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
Since last month, the market has swung back and surprisingly gained almost 6%. Who saw that coming? Keep in mind it’s early days… not yet time to start counting chickens. Nonetheless, as this is a monthly newsletter, I think it makes sense e to observe the effects of this latest market move on the hobby portfolio and assess how the new strategy is working out.
Originally published July 25, 2022 Is your portfolio too risky? What is 'risk'? How do you measure it? These are all good questions and I have been pondering them since the beginning of the pandemic. In my opinion, most professionals do not understand what true risk is. They almost always talk about the volatility of … Continue reading The Risk Conspiracy
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?
Money with Marc 