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Recent downturns through history’s lens

March 25, 2025 emcee 5 Comments

As the market teeters at the edge of another correction (so what else is new!), as always, we stand ready to take advantage of low prices whenever they come. My dry powder coffers are now full. Over the last 12 months, I took all the cash out of my portfolio that I had invested … [Read more...] about Recent downturns through history’s lens

Investing, Investing Mindset InvestorBehavior, LongTermInvesting, MarketHistory

Make your investing an infinite game

February 18, 2025 emcee 2 Comments

I like to think of investing as a kind of an infinite game. Although it is not strictly an infinite game, I believe it has similar characteristics. So what is an infinite game? It’s a game that has no definitive conclusion. It has no finish line and no one person can be … [Read more...] about Make your investing an infinite game

Investing, Investing Mindset FamousInvestors, InvestorBehavior, LongTermInvesting

Why we can do better than professional investors

November 18, 2024 emcee Leave a Comment

Stanley Druckenmiller regrets selling his NVIDIA position too soon. He said recently that he wished he had held on to his NVIDIA shares, but admitted he’s no Warren Buffett: “I don’t own things for 10 or 20 years. I wish I was Warren Buffett.” I admire his candid confession but … [Read more...] about Why we can do better than professional investors

Investing, Investing Mindset InvestorBehavior, LongTermInvesting

If you wait for the robins

October 21, 2024 emcee Leave a Comment

Over the last two years, too many people bailed out on stocks because they wanted to avoid a possible recession. Peter Lynch once said: “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Economic forecasts are … [Read more...] about If you wait for the robins

Investing, Investing Mindset InvestorBehavior, LongTermInvesting, MarketHistory

Should investors prefer dividend paying companies over others?

September 10, 2024 emcee Leave a Comment

In a word, no. Why do I say that? In this post, I will share my thoughts on dividends payers. Across the universe of all publicly traded companies, I group them into three distinct buckets: (1) Companies that pay generous dividend today (>4%). Though they tend to have … [Read more...] about Should investors prefer dividend paying companies over others?

Investing, Investing Mindset Dividends, LongTermInvesting, MyPortfolio

A low-cost way to invest in alternative assets

July 15, 2024 emcee Leave a Comment

I found this book at a Costco book stand. I am not a Tony Robbins follower but a quick scan of it made me curious. So I borrowed a copy from my local library. This is not meant to be a book review though. For some good online reviews of the book, check these two links: here … [Read more...] about A low-cost way to invest in alternative assets

Investing, My Investing Journey LongTermInvesting, PublicCompanies

My magnificent six stocks

May 20, 2024 emcee Leave a Comment

I just finished reading Semper Augustus’ 2023 shareholder letter. Chris Bloomstran, its well-known CIO, writes detailed annual letters. They are full of well-researched data and, while long, always make interesting read. This year’s letter was no different. About a half of it … [Read more...] about My magnificent six stocks

Investing, My Investing Journey LongTermInvesting, MyPortfolio, PublicCompanies

How can it be a bull market?

January 24, 2024 emcee Leave a Comment

As I work on putting together my portfolio’s end-of-year performance review, I thought I’d drop a brief note on the state of the markets today. As of January 24th, the stock market has fully recovered from its 2022-23 drawdown (if we go by the S&P 500 price index). … [Read more...] about How can it be a bull market?

Investing, My Investing Journey DryPowder, LongTermInvesting, MarketTiming, MyPortfolio

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

In anticipation of economic recovery

July 17, 2023 emcee Leave a Comment

I have been hearing concerns about the state of the economy, inflation trend, looming recession, etc. since the beginning of 2022. Some blog readers have sent me comments on this. I hear this from other individual investors who I regularly interact with. All these macroeconomic … [Read more...] about In anticipation of economic recovery

Investing, My Investing Journey DryPowder, LongTermInvesting, PublicCompanies

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