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: stocks
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?
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?
Money with Marc 