Most investors get trapped in the numbers. This can be a huge error. Money is more than mathematics. When we are caught in counting we fail to see the big picture. Yesterday’s message looked at my portfolio and changes recently made. This portfolio has done very well….for me, but only because I have stuck to [...]
Published on May 7th, 2004
The last couple of years have been kind to me. My portfolio has grown substantially with what I consider a minimal risk portfolio. I have mainly held AAA rated, short term bonds and have still seen my profits rise. Why? Because a lot of my investments were in Euro and related currencies but now I [...]
Published on May 5th, 2004
About once every six months we review my portfolio at this site. This review happens to coincide with several major shifts in my investing now.
In a three part series we look at the specific portfolio, the changes just made, but most important, the deeper fundamentals of current financial planning. My goal in sharing this [...]
Published on May 3rd, 2004