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 …
Tag Archive: Investment Club
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/
Dec
01
2010
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
2010
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
2010
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
2010
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/
Aug
28
2010
Investment Club’s Stock Climbs a Ladder
Memo to the 3M Investment Club… Members, do you recall me buying Wesco Financial this summer? I mentioned that it was trading below book value–meaning that if you liquified its assets, paid off debts and divided the asset among all shareholders, each shareholder would receive more cash than their shares were worth. The funny thing …
Permanent link to this article: http://andrewhallam.com/2010/08/investment-clubs-stock-climbs-a-ladder/
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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