“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
“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
“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
“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
“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
“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
