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
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
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
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
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
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
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
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/
Dec
01
Manic Stock Market Moves and The Delusions of the “Intelligent”
Right when it looked like the S&P 500 stock market index was going to spoil the party by catching our investment club’s portfolio for the calendar year of 2010, it stumbled and we distanced the index yet again. I’m making it sound like a sporting event on ESPN. That’s on purpose. The stock markets are …
Permanent link to this article: http://andrewhallam.com/2010/12/manic-stock-market-moves-and-the-delusions-of-the-intelligent/
Nov
30
Just when you thought you could beat the market!
The 3M investment club isn’t really trying to beat the market for the ninth year in the row. It would be nice if we did. But trying to do something like that would be silly. In some ways, it’s a bit like watching a rising tide, concentrating on it, and “trying” to make it wash …
Permanent link to this article: http://andrewhallam.com/2010/11/just-when-you-thought-you-could-beat-the-market/
Oct
28
Investment Club Performances and Holdings – 28-OCT-10
Investment Club Performances and Holdings Our investment club has been running since October 7, 1999. Our average annual return has been 8.1%. We have beaten every equity based mutual fund from the biggest actively managed mutual fund company in America … read more —with the sole exception of the American Fund’s New World Fund, which …
Permanent link to this article: http://andrewhallam.com/2010/10/investment-club-performances-and-holdings-28-oct-10/
Oct
03
Investment Club Performance Revealed
Our investment club is like a baseball team that keeps hitting singles. Nothing flies out of the ball park, but we commit to the stocks we buy, average down on them if their prices drop, and with patience, we’ve made it to home plate, over and over again. Someone dollar cost averaging into our investment …
Permanent link to this article: http://andrewhallam.com/2010/10/investment-club-performance-revealed/
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
Translator
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Recent Comments
February 4, 2012 (1:25) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Andrew, Check amazon for my review. Glad to help spread the word! Thanks for the response a...
February 3, 2012 (6:57) Singapore American School Teachers Making Some Nice Profits Hey Andrew, This is a bit late to be writing...but it is about your article entitled 'America'...
February 2, 2012 (9:20) Singapore American School Teachers Making Some Nice Profits Hey Giovanni, You asked a great question. And I think it's great that you are saving for a ho...
February 1, 2012 (8:44) Singapore American School Teachers Making Some Nice Profits Hey Stanley, Thanks for the kind words about the book. Using a Vanguard Target Retirement fun...
February 1, 2012 (11:24) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Hi Brian, I'm glad you liked the book. If you have a couple of minutes, and you wouldn't mind...
February 1, 2012 (11:16) Retiring in Comfort—Without Ever Experiencing a Canadian Winter Again Hi Terry, I think the answers to both of your questions are: yes and yes. Let me know what...
February 1, 2012 (11:12) Biggest Losers Of Finance Are Living Up To Their Billing Thanks Barry! I should do an update soon. I think the loser stocks are doing poorly, based on...
January 31, 2012 (4:02) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 Thanks for offering the review BikeDeb. They really help! My wife and I also have two tandems...
January 31, 2012 (11:25) Singapore American School Teachers Making Some Nice Profits Hey Andrew , I am a big fan of yours after reading your book. I always lookout for this websi...
January 31, 2012 (3:14) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 I will be doing exactly as you said. I am so thrilled that you actually answered me, as a newbie...