Hello all!  I’m super short on time this month, so this is going to be an abbreviated Portfolio Thoughts. The pullback in the market continues… and I don’t like it……

September provided another dismal month for stock performances overall.  Historically, September and October have not provided good results.  Stay on alert for falling prices. My Portfolio slipped into negative territory…

After a couple of good months, the stock market has taken back some of the gains we scored over the early summer.  Such is the nature of the stock market……

The stock market continued to power higher in July after rising in June.  My Portfolio is now marching toward a recovery of value not seen since the end of 2021….

June delivered a nice bounceback after the drubbing my Portfolio took in May.  My stocks in 5 of the 10 sectors I invest in were all green in June.  Yet,…

The divergence between my Portfolio return and that of the S&P 500 in 2023 continues to grow as the months go by.  Unfortunately, my Portfolio is not on the good…

We are knee deep in earnings season as we wrap up April.  A few of my stocks have had some big moves as a result of their earnings reports.  However,…

Sentiment in the markets remained negative after three bank failures during the month added to the list of investor worries.  While the damage could have been worse, the markets still…

It was a very promising start to 2023, but returns in February have put a damper on things.  Still, the S&P 500 index is positive for the year. Yet my…

After my Portfolio posted a negative return in 2022, I’m looking forward to what is hopefully a positive return in 2023. All the red we saw last year is now…