2020-03-06 Portfolio Update

By GauchoRico

My portfolio had its largest single day drop (about 10%) on Friday, March 6. It also had its largest absolute dollar drop. Things are getting kind of crazy. There’s lots of volatility, lots of fear,…

2020-01-31 Portfolio Update

By GauchoRico

2020 is off to a roaring start. In my recent post titled Invest in the Winners, I shared my reason for holding the companies in my portfolio. Since then I trimmed SMAR a little to…

Invest in the Winners

By GauchoRico

There are companies that have been growing and there are companies about which we can say they seem to be completely dominating their market(s) on which they focus. Tinker (aka on Saul’s Investing Discussions on…

2019-12-23 Portfolio Update

By GauchoRico

I just looked at the Fear/Greed Index. A year ago there was a big decline in stock prices and the Fear/Greed Index his a low of 2 (out of 100 with zero indicating the most…