

- Dec 30, 2021
Writing A Book for You
“There's no trick to being a humorist when you have the whole of government working for you." -Will Rogers The Portfolio Performance The portfolio is up 6.21% YTD Closing the year I'll be closing the year tomorrow, recording and archiving the 2021 portfolio, and preparing for 2022. Mom said I "MUST" continue this blog, even if it only helps one person. While it is clear that the portfolio will underperform the S&P 500 index, the portfolio did make money, achieving Rule #1 a


- Dec 29, 2021
Starting a New Position
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up 5.64% YTD New Position in Mosaic Company (MOS) By the time you read this I will have purchased 227 shares of MOS at $39.77 a share. This purchase represents a 1/3 stake in the position that I want to eventually hold. The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients in North America and internationally.


- Dec 22, 2021
LendingClub Followup
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up 5.94% YTD LendingClub Followup This morning, analysts at Wedbush issued a note recommending LendingClub. Their note follows some of the same topics I discussed in my first buy and certainly most of my own thinking on the company. The stock is up almost 7% this morning on the Wedbush note. I'll also note that Cathie Wood's ARK Investment Man


- Dec 21, 2021
LendingClub & ARK Innovation
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up 5.05% YTD Adding to LendingClub By the time you read this, I will have added 1,065 shares at $24.19/share to our existing position in LC. See the portfolio for details. The Stay Invested portfolio is now holding a full position in LendingClub (LC). I'm taking advantage of the fact that LC is below its 200-day moving average and has a Relati


- Dec 1, 2021
Adding to UBER
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up 11.37% YTD Adding to UBER By the time you read this I will have added 847 shares at $36.85/share to our existing position in UBER. See the portfolio for details. The Stay Invested portfolio is now holding a full position in Uber. I'm taking advantage of the fact that UBER is at its 52-week lows. By itself that's not a reason to buy any sto