What we can learn from my annual investment performance
Beating the market can be dangerous psychologically
Part 7: Building and Managing a Portfolio
Fallacies around the truth of what drives the market
The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020
My take on Wall Street forecasts for 2022
My firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street
Monitoring your portfolio and benchmarking performance
One should have two hopes for the stock market: one, that the market goes up and the other, that it goes down. This seeming split personality contains thinking that should be behind one’s investment strategy.
The relationship between stock prices and interest rates
Any prediction based on models can be overwhelmed by what happens in the real world
What to make of declining bond yields
The investor does not have to be an expert in macro-economic theory.
There’s a time to hold ‘em and a time to fold ‘em.
The investment principles around selling losers and holding winners are one of the most important and subtle topics in investing; laden with psychological pitfalls
An overarching portfolio strategy
In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.
Conventional diversification makes no sense for you
I cannot understand why an investor of that sort elects to put money into a business that is his 20th favorite
Buying tactics for common stocks
We give up on trying to attain perfection or ascertain when the bottom has been reached
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