I keep a watchlist of companies I would like to add to the portfolio. These posts share and updated positions.
December and 2022 are in the rearview mirror. It was a heck of a rollercoaster year for investments, the year started off with steep sell off and quick market decline that didn’t seem to slow down. Then came the summer and things seemed to stabilize for some weeks before volatility returned and it was a…
The Bull is back! At least in the short term, November was a solid month overall for the market and my portfolio was up 9.2% for the month. I’m back in positive territory for the 2022 calendar year with one month remaining. I have some position adjustments I want to take care of before…
I’m a little late posting my October update as work and personal life has been extremely busy, mixed in with a little planned get away. October was a nice rebound month for the market with the Dow closing at 32,732 up 12.24% for the month and the S&P closing at 3871.98 up 7.4%. Is it…
September went by rather quickly, with school starting back up and summer coming to an end the daily grind was settling back in. It was not a pleasant month for market in general, the Dow closed the month at 28,725.51 a -8.83% decline and the S&P finished at 3585.62 a -9.33% decline from previous month….
August is in the rear view mirror, it continued the upward trajectory from July’s momentum but reversed coarse at the midpoint of the month. The Dow closed the month at 31,510.43 and the S&P finished at 3,955 both dropped -3.8%. Everything was going along smoothly until the Fed meeting and subsequent statement from Chairman Powell…
As I do every Monday, as long as the market is open, I DCA (Dollar Cost Average) into one of my holdings. On average I invest $250 per week, usually split among two or three stocks. This week’s portfolio additions: 1 share of Google ( GOOG ) @ $115.8 1 share of J.P Morgan (…
July was a strong bounce back month for 2022. With everything going on in the world… war, inflation & looming recession the first 6 months of the year has put a scare on many investors. If retirement is still years or even decades away there is no reason to panic, just keep investing as if…
