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
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
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
August arrived and it marked a turning point where investors finally began to question whether it made any sense to be in stocks. Despite the violent turns in the market, I still didn’t find very much to choose from. Stock prices were falling but not a point that made it enticing to jump in, however, I did make a couple of moves.Read More
I didn’t make any trades on my portfolio in August. Maybe it’s that summer thing or maybe there wasn’t much incentive to make any moves given the inflated nature of the market. I spent most of the month instead going back and forth with myself on whether I should sell some stocks that done very well for me.Read More
The first monthly review of our trades. It is one thing to present and educate people on investment concepts. It is another to practice what you preach. To address this, one of my goals for the upcoming year is to post my trades for each month with a brief explanation of why I made the trade. The rationale could be company specific, portfolio specific, or macro-economically specific.Read More