"There's $4.5 Trillion uninvested in the hands of professional investors, The Fed says rates will stay at or near ZERO indefinitely, Bonds and Savings pay ZERO, Yes, I'm buying stocks” - Clay Baker ​​The Portfolio As I'm writing, The portfolio is UP +26.25% YTD Our benchmark, the S&P 500 is up about 3.57% YTD Buying Pershing Square Tontine Holdings (PSTH) 2020 has been a year of firsts, and one of them is called a Special Purpose Acquisition Company, or SPAC for short. By my

"Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett ​​The Portfolio The portfolio is UP +22.50% YTD. (as I'm writing) Our benchmark, the S&P 500 is up about 0.24% YTD. Buying more AMD Today I got an opportunity to add to our AMD position, and since I made some sales and built up some cash we were ready. Normally I look for 5% to 10% declines below our cost basis before I add shares but there is still a great deal of uncertainty in the ma

"Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett ​​The Portfolio The portfolio is UP +27.48% YTD. (as I'm writing) Our benchmark index, the S&P 500 is up about 6.07% YTD. Buying AMD I had hoped that the decline we're having would have taken longer. I would prefer a melt down, rather than a wash out. So this morning when I got an alert on AMD I cancelled the $79 limit order and set it at $77. The order triggered at $77 and eventually

"Place your hand over your heart, can you feel it? That is called purpose. You’re alive for a reason so don’t ever give up.” - Unknown ​​The Portfolio The portfolio is UP +29.67% YTD. (as I'm writing) Our benchmark index, the S&P 500 is up about 3.75% YTD. Today's market decline is a wake-up call Investors decided to take a breather from the constant rallies in a small group of names focused mostly on technology. This morning I see that the S&P 500 leaders are Carnival Cruis