TOP HEAVY?

  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 [...]

TOP HEAVY?2024-06-12T18:27:17+00:00

The BLUE LINE INVESTING® Update: May 2024

Last month I shared an investing secret by using scenes from the movie TOP GUN: MAVERICK (2022). If you read the article, it is more than likely you may have been highly skeptical of my comments (that is, unless you are an existing client or have already read my book). [...]

The BLUE LINE INVESTING® Update: May 20242024-06-06T16:00:40+00:00

The BLUE LINE INVESTING® Update: April 2024

Every investor has a personal financial objective, and for many, it requires growing (and occasionally preserving) their wealth.  For the past couple months, I have been writing that I believe the US stock market is in the process of climbing a mountain and will eventually reach its peak. History suggests [...]

The BLUE LINE INVESTING® Update: April 20242024-05-08T17:31:21+00:00

The BLUE LINE INVESTING® Update: March 2024

In last month’s update I referenced what happened to the Japanese stock market from 1971 to 1989. To refresh your memory, it took approximately 18 years for the index to rise from 2,000 to 39,000, but only 3 years to plunge from 39,000 to approximately 15,000. In other words, many [...]

The BLUE LINE INVESTING® Update: March 20242024-04-04T12:21:10+00:00

The BLUE LINE INVESTING® Update: February 2024

In last month’s update I said, The real purpose of this monthly update, as it was originally intended, is to provide readers with a snapshot of where I believe we are on the stock market ride at the end of any given month. The reason I post these updates is [...]

The BLUE LINE INVESTING® Update: February 20242024-03-13T14:33:34+00:00
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