Portfolio

We are two-thirds of the way through the third quarter so my apologies for the lateness of this update! Q2 was another excellent one for stocks in general – with the 8.5% return posted by the S&P 500 representing an acceleration on Q1. Unfortunately, I had a slight hiccup with my own portfolios. For reasons I can’t explain, post-April I stopped manually executing the monthly…

It really doesn’t feel like three months have passed since the last portfolio update. Domestic stocks largely continued where they left off, with the S&P 500 gaining another 6.2% inclusive of dividends in Q1. That came amid a $1.9t stimulus package and the ramping up of vaccine programs across the world. Speaking of stimulus, the numbers look vast. The proposed American Jobs Plan would add…

A new year marks the end of another quarter for both the Micro Portfolio and Coffee Can Portfolio. The last three months of 2020 was clearly a very eventful period for the world and for markets. The successful vaccine trials made the news in November, and that lifted stock prices considerably. The S&P 500 gained a shade over 11.5% in Q4, not including dividends, if…

Regular readers will recall the introduction of The Micro Portfolio and The Coffee Can Portfolio earlier in the year. Now that the third quarter of 2020 is done and dusted, it is time for their first reviews. I figured it would be easier to bundle both into a single post rather than have two separate ones. Anyway, it was a good three months for stocks…

You may recall I set up a new portfolio last month based around zero-commission and fractional share investing. Even a spare ten or twenty dollars left over at the end of the month is now enough to swing open the doors to capital ownership. It is a potential game changer for lower-income investors.