We Beat The Market Again!

“Earn as much as you can. Save as much as you can. Invest as much as you can. Give as much as you can" - John Wesley The Portfolio That's 4-years in a row! The portfolio closed out 2019 up +29.14%. Our goal is to beat the market using the S&P 500 as our benchmarked. We had a thin win this year, but a win none the less. This is the first year I've included dividends in the results. In previous years I just ignored dividends altogether, they weren't included in results. The 2019 portfolio is now memorialized in the archive. Our benchmark index, the S&P 500 is up +28.86% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a po

The 2020 Portfolio is Here!

“Earn as much as you can. Save as much as you can. Invest as much as you can. Give as much as you can" - John Wesley The Portfolio Year-To-Date the portfolio is up over +29%. Dividends were responsible for adding about 1.1% to the overall gain. I'll post the final number tomorrow after the close. Our benchmark index, the S&P 500 is up over +28% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a portfolio; please feel free to email me. clay@claybaker.com 2019 Recap This morning the portfolio remains up over 29% YTD, while our benchmark is declining below 29% in todays sell-off. It looks like we'll finish the year just ahe

Heads Up, 2020 Portfolio!

“The best stock to buy is one you already own." - Peter Lynch The Portfolio Year-To-Date the portfolio is up over +28%. Our benchmark index, the S&P 500 is up over +29% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a portfolio; please feel free to email me. clay@claybaker.com The 2020 Portfolio This is a heads up as I'm preparing the new portfolio for 2020. In previous years I have sold everything and restarted with roughly $100,000 giving no credit to past years performance. This year we'll do it a bit differently and run this portfolio the way you would at home. I will sell some stocks, hold some stocks and add a fe

Got Housing?

“The best stock to buy is one you already own." - Peter Lynch The Portfolio Year-To-Date the portfolio is up over +28%. Our benchmark index, the S&P 500 is up 25.17% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a portfolio; please feel free to email me. clay@claybaker.com Got Housing Today mortgage giant Fannie Mae's Economic and Strategic Research Group announced that housing starts increased at just over 1% annually in 2019. For 2020, housing starts will accelerate to 10% and in 2021 will top 1 million new homes, which is a post-great recession high, but still below the 1.7 million new starts achieved in 2005. Singl

Bears Need to Hibernate!

“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price." - Warren Buffett The Portfolio Year-To-Date the portfolio is up +28.33%. Our benchmark index, the S&P 500 is up 25.17% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a portfolio; please feel free to email me. clay@claybaker.com Bears Need To Hibernate I'm calling out the bears, it's time you all went into hibernation for a while. The prognosticators of doom have been wrong for a long time and the rest of this year and 2020 are shaping up to offer even more upside. For those who have chosen to remain un-invested, I hav

Adding to NSP and MIXT

“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price." - Warren Buffett The Portfolio Year-To-Date the portfolio is up +25.93%. Our benchmark index, the S&P 500 is up 23.0% YTD. If you're an investor looking for diversification and growth, and you'd like to know more about the way I build a portfolio; please feel free to email me. clay@claybaker.com Insperity (NSP) Today I added shares to Insperity. We had a very small holding of just 7 shares and with the share price down roughly 15% from our original buy it was time to add with today's sell-off. Any company that provides tools and services that improve productivity grabs my attention. Ins

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

© 2016 by Clay Baker all rights reserved