Recently I’ve received a few questions as to how I go about building a portfolio for either myself or a client. I thought it might be “fun” to put together a post that details out my process from top to bottom. What follows is an inside look at how I personally go about selecting securities… Continue reading A Look Behind The Curtain
Tag: investing
A Freighting Theme Has Been Brought To Our Attention
Over the past several weeks, a theme has emerged that I wanted to take a moment to discuss. This situation has come up both with current as well as prospective clients and I wanted to put a short piece together which we can refer back to, hopefully for years to come. In my relatively short… Continue reading A Freighting Theme Has Been Brought To Our Attention
Investment Performance Year-End Review – Our take on 2020, finances, and Covid-19
Good afternoon and congratulations for making it through an extremely difficult year. Whether you were directly affected by COVID-19 or felt its effects indirectly, Ryan and I want to take a moment to recognize those going through immense hardships this year. Lives were lost, jobs were lost, loved ones were lost, businesses were lost, and… Continue reading Investment Performance Year-End Review – Our take on 2020, finances, and Covid-19
Times Like These
Good Evening. As a pre holiday gift to you all I wanted to take a moment and reflect onthe year that was. It’s not over yet of course, and a blog will soon follow going over Q4statistics in depth as well as how the JSPM-Omaha Growth Model has performedrelative to the market indexes, but now… Continue reading Times Like These
A Brief Overview Of Correlation Matrices
Welcome back. Today I wanted to briefly touch on an analytical tool that I use to build out my own personal long term portfolio. As you are aware, the majority of posts on this site deal with short term trades otherwise known as speculation. We use technical tools and probability theory in order to attempt… Continue reading A Brief Overview Of Correlation Matrices
The Fog Has Lifted
Pardon the silence for I fell ill with the spring bug that has been going around. I spent the better part of two days on uppers (DayQuil) and downers (NyQuil). My brain was moving at 11mph and I couldn’t even see a stock chart through bloodshot puffy eyes. I am much better now though and… Continue reading The Fog Has Lifted
Bitcoin Could Go How High?!
Yesterday, billionaire investor and head of Avenue Capital Marc Lasry said in an interview on CNBC’s “Squawk Box” that he is personally invested in Bitcoin and sees it reaching $40,000. “As it gets more into the mainstream, and as more markets end up allowing it to trade where it’s freely tradable, to me that’s more… Continue reading Bitcoin Could Go How High?!
A Scan Of The News Before The Holiday
Tesla Model 3 Gets Regulatory Nod For Production (Reuters) Why Investors Should Brace For A Devastating Oil Shock (MarketWatch) 10 Best Independent Beers For The 4th Of July (MarketWatch) The Best First Half For Global Stocks Since 2009 (TRB) Microsoft Reportedly Set To Lay Off Thousands (BI) Humanity Spent 1.6 Trillion Hours On Mobile Apps… Continue reading A Scan Of The News Before The Holiday
Top Stories In What May Or May Not Be Fake News
Dan Loeb Makes His Biggest Bet Yet in Nestle (Bloomberg) Punkass Pharma Bro On Trial For Securities Fraud (Reuters) Apple and JPM Chasing Venmo (WSJ) Gold Traders Start Their Monday With A Mini Flash Crash (Business Insider) Facebook In Talks With Hollywood To Produce TV Shows (MarketWatch) $100 Billion Dollar Back Pain Industry A Hoax?… Continue reading Top Stories In What May Or May Not Be Fake News
Biotech Stocks Not Done Yet
If you have been paying any attention to the U.S. Stock Market recently, you have seen the major rotation into Biotechnology stocks. Interest in the group may be correlated to the Obamacare repeal vote, but one chart in particular was all I needed to know that this rally was for real: $GILD Gilead the major… Continue reading Biotech Stocks Not Done Yet