July 2021 Investment Review

I am a little late in bringing you my review of the second quarter of 2021.  It is because I decided to change the format somewhat and report the managed portfolio results on a fixed page, which will then be updated each quarter. As always the task took more time than I thought, but hopefully you will find the presentation more comprehensive.

I have shown the long term results for each portfolio that we manage. This gives you the chance to not only see how your portfolio has grown, but you can also see how each portfolio has performed that other clients are invested in. I have included the investment goal of each portfolio that we manage, so you can decide if you would like to invest in any additional portfolios along with your present portfolio.

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April 2021 Investment Review

Risk is universal. If it’s not one type of risk it’s another. Fear of investing in case you lose out – versus – Fear of missing out by not investing. It’s very much like the Push-you-pull-me from Dr. Dolittle.

Our investors leave this “should they or shouldn’t they” to us. It’s up to me to go and have a quiet word with myself. So what am I looking for?


I’m a constant observer of what other investors are doing. It has become more difficult recently as the long-term balance has been upset by the number of short term speculators distorting the markets. The get-rich quick gang. So at times like this, it makes sense to watch what those speculators are watching. Bitcoin.

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