I mentioned in the December writeup I was reconfiguring our portfolio this year and thought it would be unfair to drag readers along for the ride. I had initially planned on a March 31 writeup but decided I’m still shuffling strategies enough it wouldn’t be worthwhile.
Happy to answer any specific questions though if you have some. Thanks for the note.
Thanks. I've always appreciated your write-ups on Saul's board (and here!) for the approach, content, and analysis. It's definitely been a roller coaster these past several weeks, and I've missed your input!
For the past several years I've maintained an asset allocation balance between buckets of growth, broad market, and stable (cash/bonds) holdings in my overall public equity portfolio and I haven't made adjustments to my target allocations yet, but have definitely been tempted given recent performance.
Are there particular sources of information (forums, specific people, etc) that you follow, whether for ideas, guidance, or otherwise, that you'd be comfortable sharing?
Thanks for the kind words. Being honest, most of my sources are people I met through Saul's and chat with regularly (Bear, Gaucho, muji, Poleeko Cowboy, etc). Many of us are at a similar stage, which makes it great for bouncing ideas of each other. As for info sources, most of mine are still either Saul's or the accounts I follow on X. Oh, and I religiously make sure I'm signed up to receive IR email alerts from any company we own or follow.
I hope that helps and am happy to answer any more questions.
Thank you so much for your portfolio updates. I don’t really have friends who invest and so it’s been wonderful to hear your thoughts. I have recently hit what I think I need to start the process of diversification. I’m looking to add low-cost index ETFs. Wondering if you are looking at the same sort of instruments for your spreading risk?
My first move was to remove roughly 10% of our portfolio from the growth bucket today. I put half into 3-month CD's at 4.35% for now as I start my research. I will be taking a look at index funds but might lean toward something with a fixed return with this first tranche since we still have plenty of money left in individual stocks.
Have you decided to discontinue posting?
Yes, I’ve stopped for now.
I mentioned in the December writeup I was reconfiguring our portfolio this year and thought it would be unfair to drag readers along for the ride. I had initially planned on a March 31 writeup but decided I’m still shuffling strategies enough it wouldn’t be worthwhile.
Happy to answer any specific questions though if you have some. Thanks for the note.
Thanks. I've always appreciated your write-ups on Saul's board (and here!) for the approach, content, and analysis. It's definitely been a roller coaster these past several weeks, and I've missed your input!
For the past several years I've maintained an asset allocation balance between buckets of growth, broad market, and stable (cash/bonds) holdings in my overall public equity portfolio and I haven't made adjustments to my target allocations yet, but have definitely been tempted given recent performance.
Are there particular sources of information (forums, specific people, etc) that you follow, whether for ideas, guidance, or otherwise, that you'd be comfortable sharing?
Sorry for the delay. Just getting to this.
Thanks for the kind words. Being honest, most of my sources are people I met through Saul's and chat with regularly (Bear, Gaucho, muji, Poleeko Cowboy, etc). Many of us are at a similar stage, which makes it great for bouncing ideas of each other. As for info sources, most of mine are still either Saul's or the accounts I follow on X. Oh, and I religiously make sure I'm signed up to receive IR email alerts from any company we own or follow.
I hope that helps and am happy to answer any more questions.
Thanks for sharing your monthly updates, i look forward to reading your thoughts on each of the stocks you hold. All the best for 2025.
Thank you so much for your portfolio updates. I don’t really have friends who invest and so it’s been wonderful to hear your thoughts. I have recently hit what I think I need to start the process of diversification. I’m looking to add low-cost index ETFs. Wondering if you are looking at the same sort of instruments for your spreading risk?
Good question, Amy. I haven't decided yet.
My first move was to remove roughly 10% of our portfolio from the growth bucket today. I put half into 3-month CD's at 4.35% for now as I start my research. I will be taking a look at index funds but might lean toward something with a fixed return with this first tranche since we still have plenty of money left in individual stocks.