• Dog talking through a phone, thoughts on the apple services event

    The Apple Services Event – TV+, A Credit Card and More!

    Apple services are the next big thing. At least, that’s what Apple wants shareholders to think. Their earnings calls go out of their way to talk about it in detail and Tim Cook has made it a primary focus of his future results. It does seem like a good business. There’s high growth and high margin and it has helped Apple results in recent years. The phone still sells a lot but Apple wanted to prove that they’re no longer a one trick pony. Services was their answer to the old “too reliant on iPhone” chestnut. As an Apple investor, I think they’ve done a decent job with that. Apple…

  • Healthcare stocks falling are offset by contributions in my March 2019 portfolio update

    Portfolio Review – March 2019 – Healthcare Stocks Fall

    [This March portfolio review about healthcare stocks may contain affiliate links for which I receive a commission at no cost to you. I only recommend products I use and trust.] Healthcare stocks were an ugly sector to be in this month. The reason? A bevy of democratic candidates talking up medicare for all. It’s easy to see why that would be bad for healthcare. After all, there’s a ton of parties making money from our current healthcare system. However, that may change if certain candidates have their way. Uncertainty is rarely good for stocks so we saw a big dip in a lot of big healthcare names this month. That…

  • Woman looking at nine bulbs with investing books beneath her

    9 Financial Bloggers Talk About Their Favorite Investing Books

    [This article on favorite investing books may contain affiliate links for which I receive a commission at no cost to you. I only recommend products I use and trust.] One of the best ways to learn about money is through investing books. Not everyone has time to take a class but a good book can provide you with a lifetime’s worth of lesson in a few hours. Investing books can run the gamut. They can be about stock investing or simply managing your money. In the end, the goal is to grow your wealth and there’s rarely a better starting point. As a member of the blogging community, I’ve met…

  • stock market gains

    Portfolio Review – February 2019 – Stock Market Gains Return

    [This February portfolio review may contain affiliate links for which I receive a commission at no cost to you. I only recommend products I use and trust.] The last month was a perfect example as to why it’s so hard to time the market. You never know when the stock market gains will return and missing them is a huge hit to your returns. It was easy to feel negative about the market after the shellacking it took in December. After all, look at the performance of my own portfolio and the S&P in the first 24 days of December. As always, the graphics below are from Personal Capital. That’s…

  • 2018 portfolio returns

    Portfolio Review – January 2019 – 2018 Portfolio Returns

    [This portfolio review about 2018 portfolio returns may contain affiliate links at no cost to you] Welcome to the first portfolio review of 2019! The new year is always a good time to look back and see how I did in 2018. My 2018 portfolio returns looked good until about October when the market started to sputter a bit. My last update in December showed a bit of a reduction in portfolio size but it missed the large December drop that followed. I wasn’t too worried about the drop as a long term investor and didn’t mind the lower prices I got via my regular contributions. However, as has been…

  • Portfolio Review – December 2018 – Negative Stock Returns

    [This portfolio review about negative stock returns may contain affiliate links at no cost to you] Negative stock returns and volatility are at the forefront of the conversation lately. At the time of the last update, the monthly return for the S&P 500 was -3.62%. This month, we see an even bigger drop with a -5.32% return for the month. Luckily, my portfolio held up a bit better as shown by the below graphic from Personal Capital. My exposure to foreign stocks actually hurt less than domestic this month! International still had a negative return but that loss trailed the domestic counterparts. My You Index, the results of my own…