Forced to sell at the bottom 220929

Today I did something that I NEVER like to do…I was forced to sell, at what I believe is likely a Market bottom.  I won’t list the entirety of what I sold, it was approximately 30% of my portfolio.  The stocks I sold were generally the frailest. I say “forced” to sell, because my gutContinue reading “Forced to sell at the bottom 220929”

Reinvesting in these stocks…

The Small Cap index has dropped by about 12% since its November record high…I see this as an opportunity, not a time to panic. Why am I so optimistic and have been for so long?  Because I believe in the strength and resilience of the USA economy.  Today I uploaded a video on YouTube thatContinue reading “Reinvesting in these stocks…”

Bought Ford & Silvergate

As we approach autumn, many pundits are speculating about a stock market correction in September or October, citing the season as overly volatile.  I’m not concerned.  Statistics can be manipulated to support any argument.  The way I interpret the data, Sep-Oct is not more prone to downturns, but when they occur, the drawdowns are moreContinue reading “Bought Ford & Silvergate”

PLURALSIGHT acquired by Vista

This week COVID90 portfolio stock PLURALSIGHT (PS) was officially acquired and taken private by Vista Equity Partners.  The sale price was $22.50/share.  This is the first of the COVID90 stocks I’ve parted with, and if given the choice, I wouldn’t have sold. I think PS could easily have gone to $30. As to my overallContinue reading “PLURALSIGHT acquired by Vista”