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)
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
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
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
In Parts 2-4 of my February edition of my Investment Decisions, I share my decisions to add new stocks to my portfolio. In Part 3, I share with you the thought process that led me to buy shares in Baidu. As always for every investment I incorporate my 8 Questions framework that allows me to do a proper size up of the key elements of the business and their stock. Read More
As we finished January it looked like the stock market could do no wrong. Investors were all-in on stocks. Investor sentiment was downright giddy. Cash positions were at generational lows. Everything was awesome.
Then the great stock market seizure of 2018 arrived.
For me it was shopping time. I was looking to buy back into some broad market ETF’s but the price falls were not deep enough to justify. So I’m happy to wait. As bad as watching the markets go down 1000 points, the reality is it only represented a 2-4 percent drop. Put this into context, on Black Monday in 1987, the Dow Jones Industrials went down over 20 percent. THAT is a crash. What happened in February was a flesh wound…if that. Context. I had my list of stocks and it was just a matter of jumping on the one’s that were taking a big time beating. A few did pop up and I jumped in.
I made quite a few moves and so I decided to break them down into a series of posts. In Part 1, I’ll share the decisions involving buying more shares of stocks and ETF’s I already own as well as selling. In Parts 2, 3, and 4 I will share my thought processes that went into buying some new stocks. Read More
One of the values I feel strongly about as an investment coach is that I practice what I teach…and be transparent about it…good AND bad. It’s one thing for me to coach people how to make better decisions and develop and teach courses on how to buy and sell stocks and ETF’s. It’s another thing to model the behaviour. Throughout the year I’ve shared and tweeted (#trade2017) with you the investment decisions I’ve made throughout the year. Well it’s that time of the year where we set scroll down the page and see what I what I did right and more importantly what I did wrong…and did I gain any insights that will help me become a better investor? Read More
In the next couple of posts I share my thought process that went into my decisions to add a couple of new stocks to my portfolio. For those who have followed my blog and have taken my investing courses, every stock I analyze I try to answer the following eight questions that usually gives me a pretty good idea if I want to buy or avoid a stock. Read More
UPDATE: Since I posted my original list in 2016, I’ve made about another 20 iterations of buying selling stocks and/or ETF’s. As result, I’ve updated my Last 100 List and this blog post to include these latest iterations. The numbers below are now updated.
The cornerstone of my investment coaching practice is to teach and mentor people to make better investment decisions as it pertains to the buying and selling of individual stocks. 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. Read More
June brought a month of decisions on whether to hold or sell a few positions in my portfolios as they had crossed my personal return threshold. Read More
From time to time something happens to my investment decisions. Read More
Throughout the year I’ve shared and tweeted (#trades2016) with you the investment decisions I’ve made throughout the year. Well let’s take a look and see what I did right and more importantly what I did wrong…and did I learn anything from it? Read More
No new positions were added in August, but I decided to take some action and bank some profits on some positions that I think have had a good run. Read More
In Part 2 of my investment activity review for July, I review my analysis of a company that I’ve long admired but I never had a chance to buy into because the stock has always been pricey. In July some recent events caused the stock to fall down quite violently and I thought I should take a look at it using my 8 questions and see if there is still an opportunity. Read More
In this 2-part post, I review one of my new additions to my portfolio, one that I really never thought I would see myself going there, yet here we are. That's investing. Read More
Traditional scorecards of portfolio returns do not provide insight into the investment decisions. They provide a snapshot at a point in time. They show a status, a result, but they do not show the process and mind mapping that was done to get to those results. For those who are Do-It-Yourself investors, the ideology and practices are very helpful. Investment Coach Aman Raina put on his analytics hat and reviewed his last 100 investment decisions to see if he made any good decisions and if there are lessons to be gained. Read More
The hangover from 2015 was barely clearing when all heck broke loose in January as stocks just nosedived. It’s also got me excited about stocks again as finally some opportunities to put some money to work meaningfully may be at hand. This post will focus on the Sell and Adding decisions. I’ll preface everything by saying all these stocks fell in price in January, some more than others and this is what I did with it. Read More