Invest using a Fantasy Football Portfolio

Hi everyone, as I mentioned in an earlier post, I’m currently on vacation and will resume writing in the middle of September. While I’m away, I leave you with an excerpt of a note I wrote to my partners in Smart Income Partners in September of 2012. Here it is: As I was flipping thru […]

Out on Vacation

I’ll be out on vacation or as my European friends say “on holiday” the first two weeks of September.   I will resume writing for this blog on September 16, 2013.  However, I’ll be posting an article next week about building a portfolio using Fantasy Football.    Sign up for free updates in the sign-up box on right of this page.   It’s free, and we will send you an e-mail letting you know when new articles are posted.   Please to continue asking questions in the comment section.  I’m sure that I’ll be popping in occasionally during my break.    Happy Labor Day!


Entrepreneurship through acquisition

In a previous post I mentioned my reasons for owning a small business.  In this post I am going to review my preferred way of getting one. Many people believe that to become an entrepreneur one must start a business. This is not true. There is another option: buying it. I’ve done both. I’ve bought […]

Top 5 reasons for owning a business

When I was working as a management consultant at Bain & Co., I got married and decided to become an entrepreneur. Here are my top 5 reasons for having my own business: 1) I am in control 2) Better risk / reward on my investment 3) Improved work / life balance 4) Better business education […]

“I’ve reluctantly discarded the notion of my continuing to manage the portfolio after my death—abandoning my hope to give new meaning to the term “thinking outside the box.”

Warren Buffett 2007 Berkshire Hathaway Chairman's letter

Business rhymes, a path to treasure

Be curious. Identify attributes of successful companies and keep an eye out for them repeating in other companies. What do I mean by this? When I invest, it is not enough to only review the financial statements. I’m on the lookout for, what I call “business rhymes”. These are characteristics of successful businesses that appear […]

Don’t lose money, know the differences between a PUT and a STOP loss

On a previous post titled “How to sleep well when holding an overbought stock?” I received a comment stating that having a PUT was the same as having a STOP loss. This is NOT correct. I’ll use this post to explain the differences. A PUT is an option to sell a stock within a window […]

The three stock investing styles that can make you money

During my eclectic investment journey, I’ve learned from three stock investment styles. They have become core members of my investment toolkit. These three styles have enabled me to confidently invest in equities. I have also applied them to other investments. By knowing and applying elements of each, I am able to find investment opportunities and […]