Beating the S&P 500 Again
Mother's Little Helper portfolio was UP today +$1,716.72 (+1.71%).
Overall GAIN YTD: +$500.43 (+0.50%).
Our benchmark index, the S&P 500 is DOWN -0.63%
"The universe is based on 'fair exchange'. What you give you will get"
-Guruji Sri Sri Poonamji
I made my buys for the year on December 28, 2018, see the new portfolio here (Click Here).
Inching Ahead The S&P 500 Index is down year to date -0.63%, yet our mix of index funds is handily beating the market. At this point the portfolio isn't up enough to provide the 'I don't care what the market does' margin of safety, but we seem to be on the right path.
Where's the BLOG?
Some of my readers have wondered where I've been this year as my posts have been sparse to say the least. The more volatile the markets get, the less you're going to hear from me. I'm happy to answer questions with my own personal views, but I'm not going to play the game of trying to make sense of the senseless, predict what can't be predicted and worry about things that are out of our control. The whole point of this portfolio in this market is to eliminate the fear and the worry. If we have a profit at the end of the year I plan to sell some shares to re-balance the portfolio and invest the profits into individual stocks, commodities, bonds, whatever looks appropriate at the time. We're investors, not traders or speculators.
The one place I would like to invest right now is commodities. Commodities are real goods,
things that don't go to zero, like corn, wheat, live cattle, oil, copper and much more. A company can go bankrupt, but soy beans are always worth something. I've talked to people who scoff at the very idea of investing in 'highly risky commodities' only to find out the experience in their life that produced that opinion is a relative who bought commodities on margin and the trade went the wrong way. We're not traders here. Commodities move in long, slow cycles, depending on your particular view the cycles are either 18 years or 55 years from peak-to-peak. I think we're at the bottom of the trough and just starting up toward the next peak with opportunities everywhere.
If my readers would like me to add to the portfolio in this area I'd like to hear your thoughts, let's get a discussion going here.
Disclosure: I am personally invested long in some or all of these funds that appear in the Mother's Little Helper portfolio or manage these investments for my Mother's portfolio and may purchase or sell shares within the next 72 hours. I am also invested in other stocks and funds that do not appear in the MLH portfolio. Since I may on occasion discuss Bitcoin and other cryto currencies I disclose here that I personally own investments in the cryto-currencies listed here: VTI, VWO, VEA, VIG, XLE, MUB, TBT, GLD, Bitcoin, LiteCoin
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. This article is not intended to offer investing advice, guarantee 100% accurate predictions, or to be interpreted as providing a personal recommendation.