Show Me The Money?: My last 100 investment decisions

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.

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Investment Activity Review - January 2016 Part 1

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.

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Cognitive Biases Part 4: Confirmation Bias

As humans we tend associate ourselves with people and ideas that are consistent with our own. We will read articles in newspapers and blogs that we agree with. Conversely we will avoid content and messages which run against our preconceived and formulated biases, notions, and ideologies. Our biases change the way we see and interpret the world around us. It also affects our memories. We are disposed to retain less of what we agree with.

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Investment Activity Review-October 2015-Part 1

I’ve decided to break down the monthly activity review post into several posts for October as there were two new positions I took during the month. If you have been following this series, for new positions that I take , I try to follow my template involving answering the 8 questions you need to ask when evaluating a stock and I thought each of these types of decisions deserved a post for itself. In part 1, I look at fertilizer.

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Investment Activity Review - September 2015

The turbulence and roller coaster rides that global stocks went through in August, perked me up as for the first time in a long while, I felt that opportunities were presenting themselves to build or pickup some quality companies and indexes on the cheap. In September I pulled the trigger on a few stocks that reflects some long term themes that I believe in. 

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Investment Activity Review-August 2015

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.

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Investment Activity Review-October 2014

It looked like October was finally going to be the month where reality would set in for stock prices, but a few comments by the Federal Reserve and all in bet by the Bank of Japan put that to a halt pretty fast. In the frenzy, I managed to take advantage of the pull back to make a few moves. 

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Investment Activity Review – January 2014

A much busier month than normal. I’m usually lucky to make 1-2 trades in a month, but with the sell-off and a change in investor sentiment towards becoming more fearful and selling off assets more on emotion, I decided we are in a zone where if there were opportunities to buy companies on sale to jump on it and build positions.

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