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Monthly Archives: December 2019
Diversification and a Winning Portfolio
Most people think of diversification in terms of ETF’s … buy the S&P 500 and you have shares in 500 companies. Are you diversified? No – you make money when the S&P goes up and lose money when the S&P … Continue reading
Investing is like Surfing
I read an article this week with this intriguing start: Inflation Is Coming: All the Trends That Were Deflationary Are Slowly Going in Reverse But of all potential economic outcomes, the one least anticipated and least priced in, is an … Continue reading
Market Thoughts - What I’m doing and why 