

- Jun 20, 2019
It's The 1950's Again!
“The price is what you pay, Value is what you get” ― Warren Buffett The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +15.21% (as I write, markets are still open). While I think the stock market is fairly valued (not cheap or expensive), I'm not adding anything today, I prefer to wait for pull backs. The Fed Fed Chairman Jerome Powell delivered a highly anticipated speech yesterday...where he gave the mar


- Jun 13, 2019
Paper or Plastic?
“Go for a business that any idiot can run – because sooner or later any idiot probably is going to be running it.” ― Peter Lynch The Portfolio Our blog portfolio continues to perform well and volatility remains low. Year-To-Date the portfolio is up +13.73% (as I write, markets are still open). Today I added to some of our existing positions where prices were below our cost basis. New Subscribers Several new subscribers joined the blog today. Thank you all for joining and p


- Jun 7, 2019
An All-Weather Portfolio?
“Go for a business that any idiot can run – because sooner or later any idiot probably is going to be running it.” ― Peter Lynch The Portfolio Our blog portfolio is turning out to be an all-weather performer. Year-To-Date the portfolio is up +13.39% and we still have $46,000 in cash to invest. With the S&P 500 up 13.43%. I suspect when the rest of the cash is put to work we'll see better performance. Keep in mind that the long term average for the S&P 500 is about 10%, so