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My Investment Portfolio

What's in my portfolio and why

My portfolio performance 2024

January 27, 2025 emcee 4 Comments

Yes, it is that time of the year when I compare my portfolio’s performance with the market indexes. For reference, see 2023’s results here. Usually, I start with my portfolio’s one-year relative performance. But then I also follow it with my oft-repeated refrain that … [Read more...] about My portfolio performance 2024

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

Year-end 2023 portfolio performance

March 11, 2024 emcee 1 Comment

What a difference a year makes! When I did my portfolio review for 2022, I was down by about a third in just one year, 12% worse performance than the S&P 500 index. Back then, I wrote that I lean toward an improving stock market in the following 12- to 24- months. Here we are … [Read more...] about Year-end 2023 portfolio performance

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

On my portfolio concentration

October 23, 2023 emcee Leave a Comment

The S&P 500 is a popular index among US investors who prefer hands-off dollar cost averaging way to invest in stocks. It is a market cap weighted index which is perhaps the most suitable form of an index for passive investing. Why? Because it does not require any rebalancing … [Read more...] about On my portfolio concentration

Investing, My Investment Portfolio LongTermInvesting, MyPortfolio

Where is the market headed next?

September 19, 2023 emcee 2 Comments

The S&P 500 index reached its peak in January 2022 and then proceeded to fall through most of the remaining year. By June 2022, it had dropped 20% below its peak and thus officially entered a bear market. From there it went on to further decline, eventually reaching a bottom … [Read more...] about Where is the market headed next?

Investing, My Investment Portfolio InvestorBehavior, MarketHistory, MyPortfolio

Year-end 2022 portfolio performance

February 6, 2023 emcee Leave a Comment

I am back with my first post of 2023. In case you were wondering, no I didn’t abandon my stock investments on account of a disappointing 2022. If anything, I was buying more shares throughout last year as stocks went downhill. Here’s a recap of how my stocks performed in … [Read more...] about Year-end 2022 portfolio performance

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

Near-term returns versus long-term

October 26, 2022 emcee 2 Comments

I admit that my stock portfolio is not doing well this year. Nearly all my major holdings are down by double digits. More than half are down by a third or more. Five are down by 50%. My top 25 holdings make up vast majority of my stock portfolio – about 88% of it. Here is the … [Read more...] about Near-term returns versus long-term

Investing, My Investment Portfolio LongTermInvesting, MyPortfolio, PublicCompanies

Better to be too early than too late

October 3, 2022 emcee Leave a Comment

Stocks went down again in September, this time dropping below the June lows. Year to date, the S&P 500 index is down by about -24%. It is a veritable bear market indeed. In response to the S&P 500 touching new lows, I invested more of my dry powder cash at bargain … [Read more...] about Better to be too early than too late

Investing, My Investment Portfolio DryPowder, FamousInvestors, MyPortfolio, PublicCompanies

More stock buys in June

August 9, 2022 emcee Leave a Comment

Ken Fisher (founder/CEO of Fisher Investments) recently asked this on Twitter: Is the amount of ink and time spent on [this] “Bear Market” relative to the total time down below -20%—bullish or bearish? He was referring to that short period of time in June-July (about a … [Read more...] about More stock buys in June

Investing, My Investment Portfolio DryPowder, MarketHistory, MyPortfolio

Mid-year dry powder update

June 7, 2022 emcee 4 Comments

As the S&P 500 swooned to a new low in late May, down 20% from its peak, I bought more shares. I have now nearly one-third of my dry powder cash invested in stocks. What did I buy? Here’s a list of all my stock purchases since this drawdown began late last year: In my … [Read more...] about Mid-year dry powder update

Investing, My Investment Portfolio DryPowder, MyPortfolio, PublicCompanies

How my stocks did in 2021?

January 31, 2022 emcee 4 Comments

As promised in my last blog post, here’s a recap of my stock holdings’ performance in 2021. In this post, I will let the charts do most of the talking. For context, see this post for my year-end 2020 performance. For my one-year performance, see below chart. I underperformed … [Read more...] about How my stocks did in 2021?

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

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