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: #stockmarket
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?
February Newsletter 2025 Geopolitics is going to make investing much more fun in 2025. There are so many possible outcomes by year end and no limit in how things could affect your portfolio. I have been adopting defensive measures for the portfolio for quite a while now. These include having up to 40 positions, and … Continue reading How to Make Money In Energy – Can It Be Done?
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?
February 2024, Newsletter In follow up to my last newsletter I have in the end done a complete rebalance of the portfolio. I also added 2 new stocks and sold off 2 others. There is allot going on this month! Why Rebalance There are many reasons to rebalance. The most simplistic reason is to ensure … Continue reading Another Rebalance of the Portfolio?
January 2024, Newsletter The end of the year is always a great time to reflect on one’s life and even more importantly, one’s portfolio. In a nutshell, my portfolio returned 21.86% but surprisingly, it did not beat my SP500 benchmark (24.23%), which is always the goal. Thankfully, I lagged the market only by a small … Continue reading Marc’s 2023 Annual Performance Review
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
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