I don’t own any individual stocks in my investment portfolio. Frankly, I believe that a rebalanced portfolio of indexes, over my lifetime, will beat the aggregate returns of a stock portfolio that I might bust my butt to compile. Investing has never been “fun” for me. I’m pretty dispassionate about it, and I’ve been that …
Category Archive: Investment Club
Permanent link to this article: http://andrewhallam.com/2012/01/investment-club-continues-to-beat-the-sp-500/
Aug
18
2011
Investment Club Receives Free Berkshire Hathaway Shares!
My apologies for not keeping up with my blog articles and comments lately. I’ve been swamped with book production details, and a series of deadlines for some articles that I’m publishing. I was also kept busy, speaking at the Singapore InvestFair on Sunday, which drew a healthy crowd of investors who probably thought (mistakenly, I …
Permanent link to this article: http://andrewhallam.com/2011/08/investment-club-receives-free-berkshire-hathaway-shares/
Aug
12
2011
A Close Look at Our Recent Investment Club’s Performance
As many of you know, I manage an investment club that has been around since 1999. During the 2010 calendar year, we beat the S&P 500 index for the 9th year in a row. You might be curious how our club has fared during the recent market drop. Here’s the data, viewed from a variety …
Permanent link to this article: http://andrewhallam.com/2011/08/a-close-look-at-our-recent-investment-clubs-performance/
Aug
04
2011
Investment Club’s Shares Disappear – Again!
It looks like another one of our lovingly compiled investment club stocks has just been taken from our investment club’s brokerage account. Berkshire Hathaway has purchased all of the remaining Wesco financial shares that it didn’t already own, and those of us who owned Wesco, now find ourselves with a new lump of cash in …
Permanent link to this article: http://andrewhallam.com/2011/08/investment-clubs-shares-disappear-again/
Mar
09
2011
Investment clubbing play money
As many of you already know, I’ve been involved in an investment club since 1999. But I don’t recommend investment clubbing as a way to get rich. Overall, investment club performances tend to be quite poor. As Larry Swedroe points out, in his excellent book, The Quest For Alpha, club performances lagged the stock market …
Permanent link to this article: http://andrewhallam.com/2011/03/investment-clubbing-play-money/
Jan
31
2011
Investment Club Off To a Strong 2011
After fully indexing my personal portfolio, I’m still getting a kick out of battling the S&P 500 index with our investment club. This, I think, is going to be my competitive outlet. From October 7th, 1999 to January 27th, 2011, we have compounded our money at 8.9% annually. Our current balance is $548,074.76 U.S. We’re …
Permanent link to this article: http://andrewhallam.com/2011/01/investment-club-off-to-a-strong-2011/
Jan
04
2011
2010 Investment Club Calendar Year Return
If I believed that I (or this investment club) could beat the stock market from now until I’m an old man, then I would sell my indexes and invest only in individual stocks. But I don’t believe that’s very probable. Track records don’t mean much in this business, so when investing fresh money, it’s foolish …
Permanent link to this article: http://andrewhallam.com/2011/01/2010-investment-club-calendar-year-return/
Dec
17
2010
Investment Club Update – 17-DEC-10
Based on the 12 month period from December 17th, 2009 to December 17th, 2010, our account has risen 18.5% For this update, I thought I’d do some different comparisons for you. When Money Magazine published its top mutual funds to buy, for 2010, I watched with interest. I was curious to see how those funds …
Permanent link to this article: http://andrewhallam.com/2010/12/investment-club-update-17-dec-10/
Welcome to My Blog!
I'm Andrew Hallam. Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book, Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School
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