Investing charts can only show what happened in the past. Predicting the impact of future events is difficult, if not impossible. But, it is always interesting to look back and see how your investments did over time. The chart above shows how my investments did over a two year period.
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November Trades
This past month saw the DOW (DJI) rise from 26501 to 29638. That is a massive increase of 3137 points in one month. The election results and positive vaccine news helped move the markets forward. I sold half of my position in Gilead (GILD) having lost faith in a quick
Continue readingOctober Trades
This past month saw the DOW (DJI) drop from 27781 to 26501. That is another 1280 point drop on top of the 649 point drop we had in September. Overall, my investments are down about 2.2% from the August peak. My current allocation is 40% stocks, 15% bonds, and 45%
Continue readingSeptember Trades
This past month saw the DOW (DJI) drop from 28430 to 27781. That is a 649 point drop in one month. But we did recover some, as the low for September was 26763. I only made a few trades during the month, picking up more Ultra Clean Holdings (UCTT) and
Continue readingAugust Trades
This past month saw the DOW (DJI) rise from 26428 to 28430. The chart shows a nice steady climb with a slight dip in the middle of the month. New COVID cases in the US are trending down, but still impact daily activity in most of the country. I decided
Continue readingJuly Trades
This past month saw the DOW rise from 25812 to 26428. This is the level we were at back in October 2019. This, despite the fact that the US is adding an average of 60,000 new cases and 1000 deaths from COVID per day. When I leave the safety of
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