• M1

    My Thoughts on M1 Finance

    [This article about M1 Finance may contain affiliate links at no cost to you] I recently opened an M1 Finance account. I mentioned it in one of my portfolio updates but I think it’s time to talk about it in more detail because I’m enjoying what the platform offers. There’s a lot of new automated investing platforms like M1. These seem to be the rage these days as people search for an easy, cost effective way to invest. I’ve been on the verge of trying one of these but always stepped because because of one reason or another. As an investor, I had a list of things I wanted my…

  • 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…

  • 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…