Why the 60-40 isn’t dead, it just needs to be modified

Recently people have been ringing the death knell for the 60-40 portfolio because bonds are going down as the same time as stocks. Many are saying the classic 60/40 portfolio is DEAD. Many people retiring are upset because their portfolios are down -25% and the bond portion hasn’t provided much protection. Can the 60/40 portfolio…

Credit union vs Bank

Comparing a bank and a credit union Today we are comparing credit unions to a banks. What’s the difference? Are credit unions safe? What are the advantages of a credit union? Do I have to choose one and not the other? Fees of a Bank vs. Credit Union When opening a checking or savings account,…

Correlations in my Portfolio

I decided to do a correlation analysis on my ENTIRE PORTFOLIO of stocks (and some ETF’s). In case you don’t already know CORRELATION measures the possible relationship between two items, in this case their price movements. Keep in mind, correlation isn’t causation and there could be a 3rd (or even more variables) that are influencing…

| | | | |

Week of March 16th-New Positions and Thoughts

While I said I was working on REDUCING positions, I managed to INCREASE positions. I guess the deals got too good. I started a small position in HOME DEPOT. I do feel it can go a little lower here but Home Depot will be fine long-term and I thought it was a good chance to…

Growth Stock Updates-Fortinet, Genpact, and Mimecast
| | | |

Growth Stock Updates-Fortinet, Genpact, and Mimecast

I recently began supercharging my portfolio with more growth and tech stocks. Fortinet had an earnings report today. How did it do? Fortinet beat earnings and revenue. A 21% increase in revenue year over year here. Earnings of .76 vs. .59 from this quarter a year ago. So, that is looking pretty awesome here. Gross…

| |

Growth Stock-Fortinet

In efforts to supercharge my portfolio with some growth stocks I recently added Fortinet to the lineup: Fortinet is a Cybersecurity company with some nice fundamentals. They do the usual firewall security stuff; however, one of their hot-ticket items is SD-WAN (Software-defined wide Area Networks). They have even surpassed Cisco with sales in SD-WAN. Their…

Netflix
| |

Netflix

Personally, I’m pleased with the new NFLX report. I don’t think NFLX was as affected by the other streaming services as they thought they would be. I also think it shows the possibilities of international growth for Netflix in the future. Just today, we got an announcement that there is going to be a Witcher…

| | | |

JANUARY DIVIDEND REPORT

Okay, it’s that time again. My January Dividend Report along with some notes on Dividends: Brokerage Account AEO $22.96 PMM (Putnam Municipal CEF) $7.36 SNDR $3.30 Macy’s $4.53 Eastman Chemicals $33 Quest Diagnostics $4.08 Leggett and Platt $14 Total = $89.23. If we look at three months back ago (same companies last report) we see…