Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...
Balance Your Portfolio for Success … Investing only in the S&P500 means owning just one country and, effectively, just one large sector (technology). For most of 2025, I have encouraged having a more balanced portfolio. See here and here. That meant looking...
Join my free Investment Workshop: Register below .. Last year, global stocks returned 18%. BUT, your Pension Fund or Wealth Manager probably failed to match that. The latest survey of poorly performing funds was just released. Many of these funds might currently be...
Exciting Investment Alternatives … In a previous article I discussed why investing only in the S&P 500 could leave you exposed to risk, particularly with its increasing concentration in tech stocks. Today, i’ll introduce ideas that can provide more...
The Growing Risk of Not Being Global … When Chinese startup DeepSeek claimed to have built a ChatGPT-like app for only $6m it sent shockwaves through the US market. Until then, the market believed such Ai technology wasn’t possible without needing Nvidia...