I’ve updated my list of my last 100 investment decisions I’ve taken and to see what were the outcome of those decisions and see if I can discover any interesting patterns or observations in my behaviours, both bad and good.Read More
New Blog/Podcasts: Summer Investing Decisions P art 2 and 3
What I’m Reading
External Environment Mind Maps
In this first of a 3 part series, I share the thought processes that went into my investment decisions I made over the summer. In this post, I walk through the decisions I made in June.
Investment Decisions Taken:
Opened position in iShares Long Term Bonds (Ticker: XLB)
Sold position in Electronic Arts (Ticker: EA) for 11.6 percent gain (net Forex)
August was a quintessential roller coaster for stocks. In this post I share how I maneuvered through it. Despite the chaos I was still able to dip my toe into the markets as well as banking some profits in other positions.
New Position: Bought shares in Square Inc. (Ticker: SQ)
Bought more shares of Canadian Natural Resources (Ticker: CNQ)
Sold shares in iShares Gold Bullion ETF (Ticker: CGL.C)
Sold shares in Vanguard Consumer Staples ETF (Ticker: VDC) for 19.5% gain (net Forex)
New Position: Bought Shares in Under Armour (Ticker: UAA)Read More
After several uneventful months where I stood on the sidelines, I decided to make a fair number of decisions in July, even with all the trade-trash-talking going on. The big trigger for me I think was that it was becoming very clear that interest rates are going to track downward and that may put a floor on stock prices in the short to medium term. So I thought this would be a good time to build up some positions. I still think stock prices are overvalued and continue to have a short position, however we can’t fight the Fed. Maybe I decided to jump in because I haven’t done anything in the past few months and I was itching to put some more money to work? I’m not going to deny that emotions and a certain level of a Fear of Missing Out (FOMO) could be at play here.
New Position: Bought shares in Alphabet (Ticker: GOOGL)
New Posiition: Bought shares in Amazon (Ticker: AMZN)
Bought more shares in iShares Pharmaceutical ETF (Ticker: XPH)
New Position: Bought shares in CVS Health (Ticker: CVS)
Bought more shares in iShares Germany ETF (Ticker: EWG)
Bought more shares in Vanguard Emerging Markets ETF (Ticker: VEE)Read More
For the second month this year, the only investment decision I made was…to make no decisions. I decided to stand pat. In this post I share my thought process that led me to decide to stand pat.Read More
April saw the markets continue to melt-up and regain their losses from 2018. In a couple of cases I was able to lock in some nice gains and pick up some shares in areas that have actually been lagging the market surge. What’s even more pleasant is that the stocks and ETF’s involved below are one’s that I’ve held in the past and I think there are some takeaways we can get from it.
INVESTMENT DECISIONS TAKEN:
New Position: Bought shares in Cal Maine Foods (Ticker: CALM)
Bought more shares in iShares Pharma (Ticker: XPH)
Sold shares in Disney (Ticker: DIS) for 39 percent gain (net Forex)
Sold shares in Southern Copper Company (Ticker: SCCO) for 18.2 percent gain (net Forex)
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 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
There was a fair bit of hand wringing going into October, a month where there have been historically some iconic stock market meltdowns. The market was starting to show some signs of fatigue. At one point the S&P 500 index crossed below its 200 day moving average which hasn’t happened in literally years. Interest rates keep tracking up. The Mad King continued to elevate the trade trash talking and investors were getting nervous and stock prices in the early part were trending downward, but nothing crazy that motivated me to look into buying. Sue enough on October 23, the market had a fit. Suddenly words like “crisis” and “turmoil” were being thrown around, when historically they weren’t even scratches. It’s times like this where having my investing playbook is critical as it gives me an anchor to check in and review my investing ideology and how should be executing. It makes me review my Wish List to see if there are any stocks I’ve liked are now more affordable. The last thing I should be doing is panicking and reacting. It’s these stress points where we need to be put all the upfront hard work and making thought-out decisions.
With quite a few stocks that I owned had fallen in value enough that I thought it was worth jumping in and buying some more shares to lower my average cost down. There were also a couple of stocks/ETF’s that I had on wish list that had become a lot cheaper and thought it would be good to start building a position.
Bought more shares in Las Vegas Sands (Ticker: LVS)
Bought more shares in Activision Blizzard (Ticker: ATVI)
Bought more shares in iShares US Financials (Ticker: XLF)
Bought more shares in Nutrien (Ticket: NTR)
Bought more shares in Winpak (Ticker: WPK)
New Position: Bought shares in iShares Germany ETF (Ticker: EWG)
New Position: Bought shares in Electronic Arts (Ticker: EA)
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)
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
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