2021 Q3 Financial Updates

I haven’t had a set of rules that I wanted my portfolio to meet, but after my last reading of The Intelligent Investor, I thought it prudent to think through this and set firm goals.   Benjamin Graham tends to recommend a portfolio that is pretty much 50/50 – stocks versus bonds.My issues with thisContinue reading “2021 Q3 Financial Updates”

Summary of Benjamin Graham’s The Intelligent Investor

The Father of Value Investing Benjamin Graham, “the father of value investing,” is considered one of the most significant influences on Warren Buffett. Buffett himself says, “More than any other man except my father, [Graham] influenced my life.” Buffet says one does not need “a stratospheric IQ, unusual business insights, or inside information” to beContinue reading “Summary of Benjamin Graham’s The Intelligent Investor”

2021 Q2 – Blue Jean Recap

“A good pair of denim doesn’t really need to be washed in the washing machine except for very infrequently or rarely.” Levi’s CEO and President Chip Bergh The market and the economy are undoubtedly amazing machines to behold. I previously wrote that I’m pessimistic about our current market; nearly every stock is overpriced (at leastContinue reading “2021 Q2 – Blue Jean Recap”


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