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Portfolio Summary March 11th, 2017

Portfolio Summary March 11th, 2017

A look at the StockStory portfolio asset allocations and holdings for March 11, 2017   Slide show is available below without narration.  

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StockStory 2016 performance (video)

StockStory 2016 performance (video)

A look back on the performance of 2016 and the last five years in comparison with the S&P 500 as well as the Toronto Stock Exchange TSX composite.  

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Managing My Portfolio For Stock Market Risk (Video)

Managing My Portfolio For Stock Market Risk (Video)

Markets overshoot both to the upside and the downside. I re balance my portfolio allocations of equities and cash depending on which side they are on. I do this to preserve capital and have cash for corrections or crashes that give me better stock prices. As Buffet says I want be greedy when others are […]

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Portfolio February 24th, 2016

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This is a breakdown of my portfolio including performance, asset allocation, sector allocation and holdings (1% of portfolio minimum) at the end of the day February 24, 2016. Performance: includes dividends and exchange to Canadian dollars for U.S. account.  Here are our returns to date along with the S&P 500 and the Canadian Market represented […]

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Portfolio Allocation Decision: Diversify, Diworsify or Concentrate

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From the time I have started investing I have been diversifying my portfolio significantly holding 40 to 50 stocks with all positions under 5% of the portfolio. This is what they tell you you should do and this is what I did. Diversification is supposed to protect downdraft but what about upside? I really needed […]

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Analyzing Market Risk

Analyzing Market Risk

Market Risk: Market risk is the challenge of the overall market and unpredictable price swings. I can select good companies and still have them pulled down with a market correction or crash. The Stock market is on the short-term emotional and inefficient. Stocks fluctuate on news stories everyday and this is what creates buying and selling opportunities.Managing these […]

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