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
Tag: #stockportfolio
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?
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
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?
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?
April 2024, Newsletter I have often talked about ways to beat the market, or at least get market-like returns, in my Newsletters. In contrast to this, there are many experts who will tell you that it’s near impossible to beat the market consistently. It’s no secret that beating the market is difficult and unfortunately this … Continue reading Why Is It So Hard To Beat The Market?
March 2024, Newsletter As some of you know, I travel almost half the year in my van with my wife (Nat) and dog. Mostly to Mexico but we have been to Guatamala many times. We are basically snowbirds (Nat objects to that description); once January comes along we leave snowy Quebec, Canada and drive south … Continue reading I’m Under Performing… Again!
Money with Marc 