My annual year-end review serves for me as both a personal accountability exercise and a teaching moment. It's an opportunity to examine how maintaining a consistent investing ideology and investing playbook while remaining flexible in its application can guide us through even the most unusual market environments. In this post, I explore what worked for me, what didn't, and what lessons we can carry forward especially into an environment where traditional fundamental analysis of stocks and ETF’s could become even more challenging and frustrating ..read more

Discover the journey behind my latest investment decisions, where teaching, modeling, and achieving tangible results converge. In my 8th annual scorecard, I dive deep into the last 100 investment decisions, revealing patterns, strategies, and the mindset that drives success. Whether you’re navigating the market’s twists and turns or refining your own playbook, this post will offer insights and inspiration to make smarter, more informed investment choices ..read more

In my journey as an investment coach, I steadfastly adhere to a principle that I not only cherish but consider fundamental: practicing what I teach and being transparent about it. This commitment extends to openly sharing both my triumphs and the decisions that, in hindsight, didn’t go the way I expected. Coaching on making smarter investment choices and teaching courses on evaluating and picking individual stocks and Exchange Traded Funds (ETF’s) is one aspect; living those teachings through my own actions is quite another. Throughout this year, I've consistently shared my investment moves on ..read more

One of the values I continue to feel unconditionally strong about with my investment coaching practice is that I practice what I teach…and be transparent about it…the good decisions AND the decisions that didn’t pan out. It’s one thing for me to coach people how to make better decisions and develop and teach courses on how to buy and sell stocks and ETF’s. It’s another thing to model the behaviour. Throughout the year I’ve shared and tweeted (#sagetrades2022) the investment decisions I’ve made throughout the year. Well it’s that time of the year where we get to scroll down the page and see wha ..read more

The cornerstone of my investment coaching practice is to teach and engage with people on how to make more successful investment decisions buying and selling stocks and Exchange Traded Funds (ETF’s). It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible results. Six years ago, it hit me that what would be interesting is to go back and review the last 100 investment decisions I’ve made and to see what were the outcome of those decisions and see if I can discover any interesting patterns or observations in ..read more

Well it’s that time of the year where we get to scroll down the page and see what I what I did right and more importantly what I did wrong in 2021…and learn from the experiences of the past year that will help me become a better investor ..read more

One of my core investing themes during this pandemic is to own stuff we can touch, more specifically hard assets. On a short-term basis, supply constraints have been putting upward pricing pressures and contributing to rising inflation. In addition, real interest rates (interest rates adjusted for inflation) have been very negative, which is historically good for materials. On a long-term basis, the shift to more environmentally friendly solutions will increase demand for a variety of basic materials. Either way I can see a place in my portfolios for some exposure to this space. It’s worked ou ..read more

I came across a wonderful post by investing thought leader Morgan Houssel, who shared his insights on how overconfidence can become an evil tonic to our future investing returns. Since the depths of the market meltdown in March 2020 as the pandemic went mainstream, the market has undertaken an epic bounce and it’s been really easy to take victory laps. Just looking at my own portfolios and in aggregate my latest performance scorecard, I’ve counted that a ridiculous 47 of the last 50 investment decisions, I’ve made since April 2020 to today have been profitable which is downright insane. As I ..read more

We’re hearing a lot more about inflation these days when it comes to discussing investing. What’s it all about? Here’s my definitive take on inflation. What is Inflation? Inflation is a measure that tells us how rapidly the prices for a basket of goods and services are rising. The “basket” consists of a cross section of basic goods and services that we need to live on a daily basis. It is expresses as a percentage. An inflation rate of 5 percent means that the price of a basket has increased collectively by 5 percent. Inflation can be expressed on a monthly or annual basis. What is the impact ..read more

I’ve had to scale back my writing over the past year or so. COVID was not a driving factor. Don’t get me wrong, it’s been there but maybe not necessarily in a leading role. I’ve been living the Sandwich Generation lifestyle taking care of my kids who have been home with me while also looking after my parents who are definitely showing their age especially my father who is well into a battle with dementia. It’s been an emotional roller coaster for me and somethings in my life have had to be paused and one of them is sharing my takes and observations about all things investing. Sure I’ve put a ..read more