“What we learn from history is that people don't learn from history. When investors get either too fearful or too greedy, they sometimes hide behind the notion that "This time it's different." Usually they regret it. - Warren Buffett The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +22.70%. Our benchmark index, the S&P 500 is up 19.44% YTD. Not only are we still b

“Hakuna Matata... it means no worries!” - The Lion King The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +21.70%. Our benchmark index, the S&P 500 is up 19.70% YTD. Not only are we still beating the broad market, we're starting to diverge from the S&P at a faster pace. Saudi Oil Field Attack What happened and how does it impact our portfolio? Over the weekend, coor