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
November brought more daily records for the stock markets around the world. The Dow Jones Industrials has not posted record closes over 60 times this year. There still hasn’t been a 1 percent change in daily stock prices this year and every month has posted a positive return this year.
Everything is awesome, but when I see these extreme levels of optimism, I start going through my portfolios and see if it may be time to bank some profits off this euphoria. I was faced with several crossroads type decisions with some of the stocks I owned. Should I sell or should I continue to hold on and squeeze more profit? Here's is my list of my decisions I made along with rationale.Read More