Reading Time: 2 Minutes Hello all! Some of you have commented on the fact that I’ve not been posting much regarding our own investment journey lately. Have we slowed down our buying journey? Yes. Have we slowed down our investment journey? A resounding no. Now regarding the first point, I am fully aware of this, but the reason is simple. The reason we have slowed down our buying journey is that frankly, I don’t see any value where it makes sense to buy anything. Don’t confuse activity with productivity has been one of my biggest takeaways on this journey. Property values are at all time highs. With corresponding yields at…
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Mistakes I’ve Made A Few
Reading Time: 3 Minutes Recently I was perusing the required reading material that is the Berkshire Hathaway Annual Letter. If you don’t know what this is – basically it’s the shareholder letter Warren Buffet writes each year since 1977. Every year it’s a hot topic of debate and there’s gems a-plenty. This time, he discusses a lot about his mistakes which I think makes him unique in the market – in that he talks more about his failures than his successes. Editor’s Note: Incidentally I never trust a person who only talks about their wins, never their losses/learns. Anyone who has been investing for a while knows that the more…
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An Uneasy Feeling
Reading Time: 2 Minutes MrsFrugalSamurai recently asked me how the performance of our stock portfolio is going. “Decent” was my one word reply. Why? She wanted to know. I could have told her it was because one of our holdings has received a significant boost from the early roll-out of the COVID-19 vaccine. Or that another holding has surged off all-time lows from March last year. Even still, another could be the prospect of re-opening international borders, which would allow free travel to commence once more. But. The truth is. I don’t know. More to the point, I don’t think anyone truly knows why markets move up or down. We…
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Regional Markets?
Reading Time: 2 Minutes Hm, recently I’ve been reading more and more about how the regional markets are going to outpace metro locations in terms of capital growth. Stories such as these: “House prices in regional Australia have risen at a higher annual rate than in capital cities for the first time in more than 15 years, as COVID-19 increases people’s desire to live outside the big smoke. That compares to an almost 7 per cent increase for regional markets. “Regional markets haven’t outperformed the capital city markets since 2004,” CoreLogic research director Tim Lawless said.” Are increasingly making people step up and take notice. Yeah fair enough. I can…
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Market Musings
Reading Time: 2 Minutes Howdy all! And a Happy Valentine’s Day. Ooo and hugs and kisses goes out to my personal Valentine aka MrsFrugalSamurai. She made me feel very special indeed with a uniquely composed card and personalized message. Although I could only decipher two thirds of her writing, the love and warmth shone through. Received with thanks MrsFS. As for my present? Well, that’s for her eyes only of course (truly, otherwise Crime Stoppers would be called). But today’s not about love and chocolates and naked bloggers – no, today’s post is a bit of social commentary regarding what I’m seeing in the markets, or rather the market participants.…
