$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Stock Markets Are Positive This Year?
Category: Investing » Equity / Stocks
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Investors Must Be Present to Win
Category: Investing » Equity / Stocks
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
While You Were Sleeping
Category: Investing » Equity / Stocks
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
What a Difference a Year Makes
Category: Investing » Equity / Stocks
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
High Profit vs Low Profit: The Returns Are In!
Category: Investing » Equity / Stocks
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Chart of the Month – June 2023
Category: Investing » Equity / Stocks
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – May 2023
Category: Investing » Equity / Stocks
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Chart of the Month – June 2023
Category: Investing » Equity / Stocks
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – May 2023
Category: Investing » Equity / Stocks
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Chart of the Month – Feb 2022
Category: Investing » Equity / Stocks
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – Jan 2023
Category: Investing » Equity / Stocks
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – March 2024
Category: Investing » Equity / Stocks
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Chart of the Month – April 2024
Category: Investing » Equity / Stocks
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Chart of the Month – Nov 2022
Category: Investing » Equity / Stocks
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.