Leverage Point Portfolio Update01 Jan 2022 • 10 min read • 7 6Note from the editor: Happy New Year! If you’re new, welcome to the fam. This newsletter is published twice a month, I do an end-of-month summary of my portflio and a mid-month thought piece on invest...
Leverage Point 2022 Outlook15 Dec 2021 • 9 min read • 4 0Note from the editor: Thank you to everyone who has joined this substack. I now have more than 300 subscribers after going live on November 1st. Not bad? If you’re new, I only do a portfolio update on...
Leverage Point Portfolio Update25 Nov 2021 • 10 min read • 7 3Note: Sending this out a day early since many are off today (in the U.S. at least) for Thanksgiving. I know you all need something to nerd out on with markets closed today. I sure do. Year To Date Lev...
Don't Fall in Love With a Stock12 Nov 2021 • 4 min read • 4 0Note from the editor: Thank you to everyone who subscribed. Nearly 150 people have signed up after going live on November 1st. Welcome! If you want more timely portfolio updates you can follow me on T...
Leverage Point Portfolio Update30 Oct 2021 • 7 min read • 7 2Year To Date Leverage Point Portfolio vs. Benchmarks: NASDAQ +21% S&P +24% Leverage Point Portfolio +129% I trimmed half of my Asana position on the day they hit a new ATH this month. It was the same ...
It’s Easy to Beat the S&P24 Oct 2021 • 2 min read • 3 0I know this goes against everything you’ve ever been told by the finance industry. That’s because they make a fortune off of fees from funds. Even index funds, which are the Walmarts or Costcos of inv...
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