Another solid month for the portfolio as we start moving into earnings season. I made a few changes to my portfolio that I will detail towards the end of this post, but basically, I am continuing to consolidate my portfolio to higher conviction companies and investing less in speculative plays. After reviewing some realized losses […]
Continue ReadingCrocs ($CROX) Q2 Earnings Recap
As some of you may know, I invest primarily in software/tech companies since most software companies I invest in have high revenue growth, high gross margins, and most of all, recurring revenue. However, lately, I’ve become more interested in finding what many would perceive as “value stocks” and test my ability to analyze these types […]
Continue ReadingJune 2021 Month End Portfolio Recap
I started my February update with Wow. What a f’ing terrible week. Good grief. *facepalm* I suppose I’ll start my June update with: What an amazing June comeback! ??? Investing in growth stocks and concentrating your entire brokerage portfolio to 20-30 core positions that aren’t terribly diversified is not for the faint of heart. After […]
Continue ReadingRandom Portfolio Update
It’s been a crazy year so far. I was up as much as 40% to kick off the year and then bottomed on May 13th down ~28% or so. Since then, my portfolio has rebounded over 50% and is now at 13.5-14% YTD vs. the S&P 500’s 13.1% YTD, so beating the S&P index by […]
Continue ReadingJune 2021 Mid-Month Update
General Update It’s been a few months since my last update. Quite frankly, I got tired of the market’s volatility and needed some time away from following the market too closely since I knew from previous experience that this would be the best way to prevent myself from making any emotional decisions I would likely […]
Continue ReadingThe Battle for High-End Graphics Cards
As some of you may have heard, there is a global semiconductor chip shortage that is impacting the supply chains for all sorts of products around the world. Cars, PS5s, graphics cards, cell phones and many other electronics are being impacted and based on several recent reports, it doesn’t look like the chip shortage is […]
Continue ReadingStock Market Recap: Week of Mar. 14 – Mar. 20, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: -0.76%S&P 500 return YTD: 4.19%Nasdaq return this week: -0.79%Nasdaq return YTD: 2.54% Another volatile week. The market has been incredibly choppy due to fear of inflation and higher interest rates due to the 10-year and 30-year treasury yields spiking. On […]
Continue ReadingStock Market Recap: Week of Mar. 7 – Mar. 13, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: 2.64%S&P 500 return YTD: 4.99%Nasdaq return this week: -2.06%Nasdaq return YTD: 3.09% Well, this was a very market volatile week but for the most part, it trended in the right direction ???. The big news that calmed the markets materially […]
Continue ReadingHow We Saved $2,500 on our Annual Grocery Bill with One Change
When it comes to personal finances, one of the most frustrating things for me was to see my family’s grocery bill creep up every month regardless of how we tried to reduce it. The reason I was fixated on groceries is because it was averaging my family nearly $10k/year, so it was a pretty hefty […]
Continue ReadingStock Market Recap: Week of Feb. 28 – Mar. 6, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: 0.81%S&P 500 return YTD: 2.29%Nasdaq return this week: -2.06%Nasdaq return YTD: 0.25% Wow. I thought last week was bad. This week was even worse. The 10-year treasury continues to spike up and is now in the 1.58%, up 60 basis […]
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