EI Personal Finance - Track Your Results One Quarter at a Time

We check in with an update to our results and a warning. Ten year bond and global trade wars and conflicts bringing significant risk. We have been moving 25% of positions to cash or fixed to weather rhe upcoming stroke.

2025 is a wrap and what another great year of investing. We walk through our results using the dashboard tools that make it very easy to track your results. The good news, our approach has produced consistent results with fully documented reporting.

This week we return to a subject from January where we discussed the value of owning individual stocks. We are often told stock picking is a losing bet. However, holding two top stocks from five or six different sectors can often set us up for outsized gains

This week we return to the perils of getting caught up in the news cycle with either overly positive or negative outlooks. We have seen impressive growth coming off the April 2 Liberation Day announcement, but we need to be cautious.

Today we update our financial model using the 30 Minute drill. Very nice rebound off the April Liberation Day news with Global markets experiencing a nice rebound. We walk through our two spreadsheets with updates!

Back to research basics ! Keep these tools in mind as you look at new or existing investments !

For Saturday June 28 we look at research again as an important piece of DIY investing practice. Our goal is not to overwhelm investors, but to build a selection of tools that can be easily integrated into our investing activity.

We are about to complete 90 days since the tariff announcements of April and great to see our Thirty Minute Drill and investing approach support our balanced portfolio that is back at or above where we were at the start of the quarter.

So important to remain disciplined while making tweaks to a portfolio - not massive swings like moving to all cash or exiting markets for an extended period of time.

Our May 4, 2025 topic covers a lot of ground in light of the Trump tariff announcement on April 2, 2o25. A great reminder to stay diversified and make sure we stay invested with appropriate levels of risk tolerance.

This week we discuss the value of geographic investment diversification. We do hold a significant % in global funds, but our North American bias does show an overweight position. Time to look at some European and Asian ETFs to spread our ownership more globally.

Today we update our quarterly results and help listeners understand the value of our 30 Minute Drill. We see that despite the wild turbulence in the stock market, our big picture results are much better than the gloom and doom in the news media.