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 …
Tag Archive: Investment Club
Permanent link to this article: http://andrewhallam.com/2012/01/investment-club-continues-to-beat-the-sp-500/
Aug
27
2011
These People Are Truly Awesome!
If you’re a regular reader of this blog, you’ll know that I run an investment club—and we’ve been investing money in the club for over 12 years. We had our public moment in the sun, during 2008 when I wrote about the club for MoneySense magazine in a piece titled, How We Beat The Market. …
Permanent link to this article: http://andrewhallam.com/2011/08/these-people-are-truly-awesome/
Aug
24
2011
Investment Club Makes Its First Trade In Years
When I owned individual stocks in my personal account, I never got into the habit of trading. Studies show that generally, the more you trade, the less you make. In a recent post, titled “Why I Would Not Buy A Popular Dividend Paying Stock” I suggested that many dividend paying stocks are becoming popular. For Canadians, …
Permanent link to this article: http://andrewhallam.com/2011/08/investment-club-makes-its-first-trade-in-years/
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/
Feb
04
2011
Numbers That Are Accurate, But Inaccurate
My guess is that a fairly low percentage of people have monitored their investment performances over the past decade or more, and compared their results to a suitable benchmark. And those who have made long term comparisons, I believe, rarely compare to what they should. If you have a global portfolio with bonds, then comparing …
Permanent link to this article: http://andrewhallam.com/2011/02/numbers-that-are-accurate-but-inaccurate/
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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May 20, 2012 (10:16) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Hi Jas, In taxable accounts, taxable inefficienc ...
May 20, 2012 (12:25) Millionaire Teacher Spends $120,000 on Canadian Government Bonds Do have unlimited tax free investing accounts in Si ...
May 19, 2012 (7:50) MOAR Than Dogs of the Dow Very good eye, and some valid concerns Larry. I do ...
May 18, 2012 (11:09) MOAR Than Dogs of the Dow Hi Andrew, A couple of points about the MOAR. ...
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May 17, 2012 (7:26) MOAR Than Dogs of the Dow Hi Barry, Mike refers to the cheapest investable ...
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