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?
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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
November 2023 Newsletter The answer is unfortunately “not really or not yet?”. I historically am not a big fan of fixed income mostly because it would likely lower my returns in the long run. I do understand that the credit market (fixed income) is a big deal and there is certainly a place for it. … Continue reading Is It Time to Get Back Into Fixed Income?
September 2023 Newsletter In my August 2023 Newsletter, I discussed the problem of Market Breadth: too few stocks influencing the entire market. If you thought that was the only problem the market has, you would be wrong. In this Newsletter, I am talking about how expensive US stocks are and why one day we might … Continue reading Are US Stocks Too Expensive?
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?
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?
May 2023 NewsletterIf you read my last newsletter, you will know that I made a speculative stock bet with First Republic Bank (FRC). Banks are normally not speculative, they are usually pretty safe, but not in this case. As mentioned before, banks exist almost solely based on the confidence that if you deposit your money … Continue reading How I Lost My Entire Investment!
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
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