In my two prior monthly updates, I referenced a past client named “Don” who chose to self-manage his investment accounts. In those updates I alluded to my belief that he increased his exposure to technology stocks anticipating continued above-average returns (at least for the short-term). Will he be rewarded for [...]
In last month’s update I shared the story of a recent ex-client named “Don” who decided to self-manage his investment accounts. My intent in sharing his story was not to suggest he is incapable of self-management but rather that I believe his choice of timing may prove to be poor. [...]
Another one bites the dust? It is said you can lead a horse to water, but you can’t make him drink. In this month’s update I want to share a story of an ex-client who I believe recently fulfilled this expression. “Don” was a client for many years who happens [...]
In last month’s update I shared words of investment wisdom from Warren Buffett, the Oracle of Omaha. In case you missed it, he said: “The first rule of an investment is don’t lose. And the second rule of an investment is don’t forget the first rule. And that’s all the [...]
The S&P 500 Index consists of 503 stocks. According to www.slickcharts.com/sp500, the top 3 currently make up 20% of the entire stock index (Microsoft, Apple, Nvidia). The top 5 comprise 25% of the index (+ Amazon and Meta Platforms). If history has taught investors anything it is that this [...]
