Stock market declines have me singing a cheerier tune and adding four new stocks to the portfolio while one gets squeezed out.
I sell Essential Energy Services and double down on Linamar and Foot Locker. I claim to rarely be mistaken even though I am frequently wrong. I wonder whether overweighting cash is really a defensive move in this environment and I use my new stock screening spreadsheet to showcase the process I use to find new investments.
In an effort to clean house and focus in on my highest conviction ideas, I sell Melcor Developments and Casa Systems. I explore the state of the markets, discuss the findings from my latest quarterly review and map out my strategy going forward.
I take advantage of a widening valuation disparity to switch horses, selling my Genesco at a tidy profit and moving that money into Foot Locker.
Lessons learned from a year of crisis and an optimistic look at the road ahead.
A stunning stock market recovery caps a surreal year in the markets and offers me a golden opportunity to take a little risk off the table.
I cast a critical eye on my recent performance and uncover some interesting stats from a pile of old brokerage statements.
Looking across the valley to the other side of this crisis, I plan for an eventual recovery and add 5 new stocks to the portfolio: Teck Resources, Magellan Aerospace, Foot Locker, Adcore Inc and PHX Energy Services.