Satisfying Your Tastes and Preferences for Investing and Dining
Embracing Uncertainty
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
Selecting the Best Ingredients for Your Portfolio
ESG Investing. What Does It Mean to be a Responsible Investor?
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Chart of the Month – Oct 2023
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Selecting the Best Ingredients for Your Portfolio
ESG Investing. What Does It Mean to be a Responsible Investor?
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Chart of the Month – Oct 2023
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Chart of the Month – Feb 2023
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – December 2023
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
$1 Trillion!
A Pie of Different Flavors
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.