If you’ve been investing in the stock market on your own for some time now, do you know how you’re performing against S&P 500 or other benchmarks? Besides measuring your
Category: Portfolio Updates
Markets continued to rally in Jan 2024, but our portfolios were left behind. Tesla was the huge drag on performance, followed by Apple. The rest of Big Tech is still
What a fantastic Santa rally to end 2023 on a high. The portfolio likewise benefited, hitting all-time highs as well which made the holidays even more joyous. With markets close
After dropping 20% in 2023, the S&P 500 index surged 25% in 2024 and finishing 2023 at all-time highs almost exactly 2 years since the last peak around the end
Another month, another wild ride. After such a downer in October, we got a shot in the arm in November all thanks to slowing inflation in the US. The markets
October started off pretty well with the stock market rebounding from its decline in September. However, the rally was short-lived and reversed course around mid month. We got a brutal
September was a dreadful month for markets, with S&P 500 and Nasdaq both down ~5% for the month. Fortunately, our portfolios were more resilient, with the Family Portfolio falling less
In August, the fate of the so-called “Magnificent Seven” has begun to diverge. Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOOG) have far outperformed Apple (AAPL), Microsoft (MSFT), Meta Platforms (META),
After strong June, both portfolios have taken a bit of a breather in July. However, the S&P 500 and Nasdaq 100 continued to power on, rising 2.8% and 3.6% respectively,
Will this new bull market continue to rally? Or will we go into recession caused by high inflation and high interest rates? In this video, I share about how I’m