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 add to ZM. I see ZM as a clear winner and I see SMAR more as a very fast growing…

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 the Motley Fool) has been beating the drum on avoiding companies that are cheap and that it’s ok to invest…

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 possible fear) on December 24, 2018. Many were scared but some of us used the opportunity to buy. The index…