Investment Updates
Here I share and explore my personal portfolio experiments and investment results. Some of these are built on my professional experience in the financial securities and banking industry. But I also try hard to resist default thinking and traditional assumptions around investment and wealth building strategies.
If my investment outlook and views aren’t changing, then I’ve stopped learning (or thinking).
Standards and the general consensus are important to understand but, as market structure (and the world) rapidly changes, they can also be limiting beliefs for people at all ages and stages of life.
As industries, markets and technologies evolve, people continue to benefit from reduced costs and personal empowerment. How we best leverage educational and financial tools and assets (of all kinds) is essential to future security.
But it also empowers individuals to have an ever-greater impact and contribute to positive outcomes, both locally and globally. These are some of the ideas and motivations that inform my investment decisions.
Whatever views I happen to hold about some sector or stage of the market cycle, however, is most definitely subject to change. And there’s a good chance it will by the next published update. If my investment outlook and views aren’t changing, then I’ve stopped learning (or thinking).
Alternative Investment Update – Mid-Year 2022 The mid-year point should be a kind of highway rest area. The summer typically brings lower volumes and a pause to whatever the year is all about. Sometimes it’s a quiet cross-roads, prompting reflection and strategic re-examination. The midpoint of 2022 is more like a chaotic six-way intersection with …
Tail Wags The Bear: Mid-Year 2022 Alternative Investment Update Read More »
Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm The investment landscape in the second half of 2021 delivered a mix of expected moves and some real surprises. My investment update reflects this mix of opportunities and the continued market schizophrenia, ebbing liquidity and intermittent asset price gyrations. The same can be said of …
Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm Read More »
Investment Update for 2020 Year-End (Good Results and Good Riddance) As I reflect on my expectations and investment plan throughout 2020 it’s clear that my concerns were in line with many others in the market; with smaller, occasional long-term focused traders and professional investors alike. Heading into the year-end, there were so many structural instabilities …
Investment Update for 2020 Year-End (Good Results and Good Riddance) Read More »