Category Archives: Investing 101

Yes, Picking Good Companies And Sticking With Them Is Boring

Is exceptional growth boring? Typically yes. Because it means fewer changes, fewer trades, fewer hours of research. But it is so worth it! Do you think you need to trade all the time? Do you think you need to own stock in 50 different companies? You are probably making yourself too busy and hurting your… Read More »

The Stock Market Hates Uncertainty

Covid. The Election transition. Christmas. The market sure hates uncertainty, and the virus is getting worse. It will probably continue until we have a good vaccine in enough volume. The election transition looks like it’ll play out until January 20. Hopefully not. With the downturn this year, Christmas shopping season is less than certain. And… Read More »

Truth, Lies, and Investing In Stocks

Tomorrow is election day in the United States, a good day for discussing information. Information is plentiful these days. Some is truth, and there is only one set of truths, there are no alternate truths. Some information is opinion. Some is an interpretation of what the truth means (spin). And some is downright lies (misinformation).… Read More »

If Stock Investing Is Gambling, You Are Doing It Wrong

140%. That is what my individual stock picks did in the last year (past 12 months). Yes, I am petrified that it won’t last and that I will lose money. But each month I check the financials of each company, and each month I am happy with the way the numbers look. So I stick… Read More »

It Just Might Be A Good Time To Have 30% Or More In Cash

I kept my cash bar pretty high over the last 3 or 4 months, but maybe you have been more daring. As we head into record territory yet again, maybe it is a good time to look at your cash position and decide whether to beef it up. Cash in this case is uninvested cash… Read More »

I Could Do Better Investing In Stocks, But Why?

In this post, I am going to examine goals. When I was originally starting out investing again three years ago, I was looking at about 20% yearly gain as a difficult bar to surpass. Well, now I know that a 140% return is possible investing in just little ole individual stocks. Not forex, not options,… Read More »

I’ve Beaten The Market With My Stock Selections, But That Does Not Make Me Special

I have two Roth IRAs, a Rollover IRA, a Personal 401K, and a Corporate Brokerage Account that I track. I also manage a brokerage account for my kids and one for another family member. Those two I do not track because the goals for those accounts are different. For instance, for my kids I am… Read More »

Avoid The Macro, Look At The Micro When Investing In Stocks

I am starting to write this as tech stocks have declined over the past couple three weeks. But market values have no real view into a company’s stock values. They really show the emotion of the market participants. So as a reason to buy or sell, market values mean nothing. Similarly, the larger economy, changing… Read More »

The Case For And Against Buying More Stock

During September, the NASDAQ 100 has dropped. And kept dropping. Of the gains since March, September has seen about 10% evaporate. After the selling started, it was too late to sell. If you didn’t, you really should have listened to me earlier when I said cash was king. But I’m not about I told you… Read More »