๐๐ฎ๐ถ๐น๐ ๐ฆ๐ป๐ฎ๐ฝ๐๐ต๐ผ๐ ยท ๐ฒ ๐ข๐ฐ๐ ๐ฎ๐ฌ๐ฎ๐ฒ ๐
October's off to a solid start: +1.97% month to date and +9.66% year to date, at a steady risk score of 5.
๐ง๐ต๐ฒ ๐น๐ผ๐ป๐ด ๐ด๐ฎ๐บ๐ฒ
Since May 2017: +812%, or 26.6% a year. Over the same period the S&P 500 returned +225% (13.4% a year) and... Show More
๐ ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ ๐ผ๐ป๐๐ต๐น๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
September closed +5.62% and that matters, because this is the month everyone loves to fear. โRektemberโ is the loudest seasonal story in markets, and this year we went through it rather than around it. Weโre now +7.54% YTD. After Augustโs surge, September... Show More
๐ง๐ต๐ฒ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ฅ๐๐น๐ฒ๐ ๐ง๐ต๐ฒ๐ ๐ก๐ฒ๐๐ฒ๐ฟ ๐ง๐ฎ๐๐ด๐ต๐ ๐ฌ๐ผ๐. ๐ง
After 30+ years in markets, here's what I actually believe, some of it will upset people:
1. The goal isn't beating the market. It's buying your time back. โ๏ธ
Wealth is freedom. Financial independence means... Show More
๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ | ๐ก๐ฒ๐ ๐ฃ๐ผ๐๐ถ๐๐ถ๐ผ๐ป๐ & ๐๐ฑ๐ฑ๐ถ๐ป๐ด ๐๐ผ ๐๐ผ๐ป๐๐ถ๐ฐ๐๐ถ๐ผ๐ป ๐ง๐ฟ๐ฎ๐ฑ๐ฒ๐
๐ง Here's the thinking behind the moves.
โก $GRID (First Trust NASDAQ Cln Edge Smart Grid Infra Ix Fd) GRID ETF โ New Position
As I shared recently, the smart grid infrastructure... Show More
๐ ๐๐๐ด๐๐๐ ๐ ๐ผ๐ป๐๐ต๐น๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
August delivered exactly what the portfolio needed a strong +๐ญ๐ฎ.๐ฏ๐ญ% month that has pulled us back into positive territory for the year at +0.98% YTD.
After the volatility of Q1 and the June pullback, this is the kind of recovery month that reminds... Show More
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Tue Oct 06 2026 09:31:05 GMT+0000 (Coordinated Universal Time)