March came in like a lion for my portfolio. An angry lion. My portfolios took some body blows that I really didn’t see coming and it forced me to make some hard decisions. There were also some good outcomes as well as some stocks continue to benefit from the market reinvigoration thanks to the 180 pivot by the Federal Reserve to pause on future interest rate increases for the rest of the year.
Investment Decisions Taken:
Sold shares in CVS Health Inc. (Ticker: CVS)
Bought more shares in Winpak Inc (Ticker: WPK)
Bought more shares in Southwest Airlines (Ticker: LUV)
Sold shares in Tiffany Inc (Ticker: TIF)
Bough more shares in Vanguard Emerging Market ETF (Ticker: VEE)
After coming off the previous month where I made no decisions to buy or sell stocks and ETF’s in my portfolio, February couldn’t be more opposite. The trigger that got me to move was the louder chatter that the Federal Reserve was going to put the breaks on any future interest rate increases. To me this sudden 180 degree shift by the Federal Reserve was a game changer for the markets. Read More
Yes it been a full 4 years since I opened up my Robo Advisor account. For those new to investing, a Robo Advisor is a new wave of wealth management companies that invest on behalf of others using an online platform and a combination of algorithms and computer coding to buy and sell specific investments and manage portfolios. Four years ago these firms were just stepping into the investing conciousness, but since then they have mushroomed and even traditional investment companies are now offering some flavor of online investment management services. It all seemed quite appealing however there was one thing that many marketing materials, blogs, and mainstream media was avoiding (and still are I might add)…do these types of services make money for investors?
Since no robo advisor company back then was interested in disclosing their performance (they still avoid it) other than citing research that their strategy is superior, I decided four years ago to try an experiment and find out for myself. I setup an account with one of the big Robo Adviser firms. My goal was to go through the process and blog about my experience and more importantly, the results. I’ve always said that we need a good five years to really get a handle on how effective these services are compared to traditional wealth management services. Well, we’re at the 80% mark of my ROBO journey, so let’s check back in and take a look at how it’s doing now and see if we can squeeze any conclusions about the service. Read More
The way 2018 ended in the markets with culminating in the Christmas Eve massacre followed by the post-Christmas bounce, it looked like 2019 would be more of the same. Turned out the market continued to bounce high and at one point erased most of the damage of last year. In this post I share my Investment “Decisions” that I made in January. Read More
December brought more pain and angst in the markets. It forced me to make some tough decisions and take some losses, but it didn’t dissuade me from staying true to my investment ideology and my search for buying quality investments at a discounted price. In one case I had to do a 180 and retract my decision.
New Position: Bought shares in Vanguard FTSE Canada All Cap ETF (Ticker: VCN)
New Position: Bought shares in Goldman Sachs (Ticker: GS) and JP Morgan (Ticker: JPM)
New Position: Bought shares in Exon Mobil (Ticker: XOM)
New Position: Bought shares in Tiffany (Ticker: TIF)
Sold Shares in Johnson and Johnson (Ticker: JNJ) for 7.5 percent gain (Net Forex)
Bought more shares in Big Lots (Ticker: BIG)….and then sold it all
Sold shares in MGM Resorts for 21.1 percent loss (net forex)
Happy New Year indeed! It seems like many investors are more than happy to turn the page on a new year and fast!
So much for the Santa Clause rally. The markets continued to roll over as 2018 wound down. While it will definitely crimp some of my returns for the year. I actually viewed it as an opportunity to do some Christmas shopping. This is the type of shopping I like where the money I spend on high quality assets that will have a good chance of growing into more assets in the future. The core tenant of investing is to buy low and sell high. The times where you can buy low are unfortunately when the market is cratering. The later part of the yea is a usually quiet period for making decisions but this year some companies that I really never would considered in the past because they’ve been just too expensive looked very appetizing to pick up on the cheap. So I made a fair number of investment decisions in November and December. I bought small positions, because given the negative sentiment in the market, I wouldn’t be surprised to see prices fall further, which is fine because I’m happy to slowly build up these positions at a lower price point.
So in this first of two posts, I share with you my investment decisions from November 2018. In part 2 I will review my decisions in December 2018.
Sold shares in Starbucks (Ticker: SBUX) for gain of 29.6%, net FX)
Bought more shares in Activision Blizzard (Ticker: ATVI)
Sold shares in Activision Blizzard (Ticker: ATVI) for 25% Loss – Net FOREX
Bought more shares in Electronic Arts (Ticker: EA)
Sold shares in Walmart (Ticker: WMT) For 20% gain (net FOREX)
Bought more shares in iShares Germany ETF (Ticker: EWG)
Throughout the year I’ve shared with you the investment decisions I’ve made throughout the year. Well it’s that time of the year where we get to scroll down the page and see what I what I did right and more importantly what I did wrong…and learn from the experiences of the past year that will help me become a better investor? Read More
With summer done, I was thinking I may be due to make a few investment decisions, but it was quiet month with one selling decision which I wasn’t counting on making anytime soon along with one decision to buy more shares and one new stock I added to my portfolios. At the same time, I was faced with a decision that challenged some of my personal values and given the times we’re in, I don’t think I’m the only one that may be facing similar decisions.
Investment Decisions Made:
Bought more shares in Tyson Foods (Ticker: TSN)
Sold shares in JD.com (Ticker: JD) for 28.5 percent loss (Net Forex)
Bought more shares in MGM Resorts (Ticker: MGM)
New Position: Bought shares in Las Vegas Sands (Ticker: LVS)
Even though I was lying low during summer, I was still checking in and staying engaged with trying to find solid investment opportunities. Here are the decisions I made over the July and August months. For the new additions I put them into Mind Map videos to give you sense of how I scratched out making my decisions.
New Addition: Bought more shares of Activision Blizzard
Bought and Sold shares of JD.Com
Bought more shares of MGM Resorts
Sold shares in iShares Pharmaceuticals ETF
We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. Three and half years ago I decided to try an experiment and find out for myself. I setup an account with one of the big Robo Adviser firms and invested $5000 of my own money into it. My goal was to go through the process and blog about my experience and more importantly, the results. I said that we need a good five years to really get a handle on how effective these services are compared to traditional wealth management services. Well, we're coming upon the 4th anniversary of my ROBO account, so let’s take a look at how it’s doing at the mid-year mark. Read More
The cornerstone of my investment coaching practice is to teach and engage with people on how to educated and ultimately successful investment decisions involving stocks and Exchange Traded Funds (ETF’s). It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible results. Several years ago I decided to dig up my past trading records and to identify the most recent 100 investment decisions I made and to see how faired. In this episode I review my most recent results for my last 100 investment decisions. Read More
Just because it's summer doesn't mean you lift your foot off the investing pedal. I ended up making several moves in June as some of my positions had crossed my return threshold and I had to make some decision on whether to hold on or sell and bank the profit. I also made a decision to add another stock to my portfolio as well as remove a hedging position.
Bought more shares in Big Lots (BIG)
Bought more shares in Southwest Airlines (LUV)
Sold shares in Williams Sonoma (WSM)
Sold shares in Baidu (BIDU)
Sold shares in Gold ETF (CGL)
New Addition: Bought shares in Starbucks (SBUX)
For those who have been following my blog and podcast, you'll be quite aware that I've been consistent in the notion that stocks have been quite expensive and that I've had a hard time justifying buying anything and have been somewhat tentative in buying any new stocks or ETF's. That appears to have changed this year as I have been more aggressive in adding new stocks and ETF's to my portfolios. In the past month, I have added several new stocks which I will be sharing with you in this post and in my mind map video format. I also decided to bank some profits in a few stocks the have had nice run up.
Sold shares in Imperial Oil
Sold shares in Cheesecake Factory
Bought more shares in CVS Health
Bought more shares in Walmart
Bought more shares in Vanguard Consumer Staples ETF
New: Bought shares in Johnson and Johnson
New: Bought shares in MGM Resorts
New: Bought shares in JD.com
April was a bit calmer in terms of investment decisions compared to the past few months. With markets zigging and zagging at a much more frequent rate now, opportunities to buy some stocks and ETF’s have presented themselves. At the same time a couple of opportunities came up that I really didn’t have specifically on my Wish List, but they fit into some of my core investing ideology in terms of exposure to sectors I would like to be invested in. Read More
This is the third and last in a series of episodes where I walk through my investment decisions I made in March. In this post, I share my thought process that lead me to buy shares in Southwest Airlines. Read More
In Part 2 of my Investment Decisions series for March, I walk through the thought process that led me to my decision to buy some shares in Big Lots. Read More
After the mini-meltdown in early February, stock prices boomeranged and made back a good chunk of their losses. In some cases the bounce was pretty big and it forced me to make a few decisions. There were a few days where the market tanked pretty big and I used them as opportunities to open some new positions. Like the previous month, I've decided to break down my decisions into 3 parts. In this post I will review my decisions to buy more shares and sell some shares. Read More
This is a bit of a rant post. Another annual Real Estate Wealth Expo has made its way through my home town. This year some serious star power was on display. Baseball players, Pop Musicians, and Dragons were regaling attendees and their slightly open wallets with tales of how to escape the rat race and live the 6-49 lifestyle. People leaving these events usually seem to feel they are on their way to financial independence or at the very least got a good cardio workout. Unfortunately the whole thing is a scam. My rant is not about the concept as Real Estate Expos like this are just the latest iteration of get-rich-schemes that prey upon the gullible. What got me concerned was the response by people, especially on social media. Read More
My final new stock that I added in February during the panic of the first few weeks was Priceline which has since changed its name to Booking Holdings. I walk through my though process that lead to make the decision to buy. It turned out to be an investment decisions that paid off immediately. Read More