Hey Everyone, Hello once again from the Central Time Zone. I’m flying back from the Twin Cities today, let's see if I can quickly fit in this summary before takeoff. Similar to last week, apologies in advance if it feels like I mailed this one in. Please reach out on Slack if you have any questions or would like any clarifications. Portfolio & Market Updates My … [Read more...] about Weekly Update – June 18th, 2021
Weekly Update – June 11th, 2021
Hey Everyone, Hello from the Central Time Zone. I'm on a tour introducing my 8 month old for the first time, ping ponging between Wisconsin and Minnesota this weekend and next. Apologies in advance if it feels like I mailed this one in. Please reach out on Slack if you have any questions or would like any clarifications. Portfolio & Market Updates My portfolio … [Read more...] about Weekly Update – June 11th, 2021
Weekly Update – June 4th, 2021
Hey Everyone, I hope you're having a great week, let's get into it. Portfolio & Market Updates My portfolio was up 2.6% this week, once again well ahead the S&P 500 (+0.6%) & Nasdaq (+0.5%). Year to date, I'm now down 24%. Similar to two weeks back, this outperformance was thanks to my general holdings, not so much the general market. Small cap growth … [Read more...] about Weekly Update – June 4th, 2021
Weekly Update – May 28th, 2021
Hey Everyone, I hope you're having a great week, let's get into it. Portfolio & Market Updates My portfolio was up 14% this week, once again well ahead the S&P 500 (+0.2%) & Nasdaq (+0.3%). Year to date, I'm down 26%. Unlike last week, small caps handily outperformed large cap indexes, as Small Cap Growth $IWO was also up 2% this week. As you'll see in … [Read more...] about Weekly Update – May 28th, 2021
DTO Webinar: May 28th, 2021
Given how bearish sentiment is becoming, I believe this will be helpful in reiterating why I believe we're still likely in a bull market. Here's a summary of what we covered: Long Term TrendsShort Term ConcernsAmazon ChartMagnite ChartChina StocksStitch Fix Update I wrote last year about how we are all drawn to negative news. My favorite quote about this is from Deirdre … [Read more...] about DTO Webinar: May 28th, 2021