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Archive for September, 2020

Posted by Martin September 05, 2020

Stocks to accumulate in September 2020

In my portfolio watch list, only a handful of stocks are good to buy in this overvalued market. The list is not yet complete, but I have time to fill in other stocks later on. Most of the stocks are dividend aristocrats. Some lost the status many years ago yet I decided to keep them, Continue reading →

Posted by Martin September 05, 2020

Problems with valuations, again.

Account Net-Liq: $7,477.66 SPX value: 3,426.96 Shiller PE: 31.47   In my older post I wrote about the market high valuations and how you can mitigate the problem with valuation. You hear (and read) people complaining that valuations are high and there is nothing to invest in. It is not true. And people who say Continue reading →

Posted by Martin September 04, 2020

6.6% correction, is this the end or not?

Account Net-Liq: $7,143.75 SPX value: 3,444.02 Shiller PE: 31.58   Is this the end of the correction? Or just a bounce before we go back lower? If you look at today’s price action, the swing is spectacular. We have seen it in 2018 happening when the market crashed more than 2% and then ended where Continue reading →

Posted by Martin September 03, 2020

The market crashed 4.5% today, finally!

Account Net-Liq: $7,202.95 SPX value: 3,455.06 Shiller PE: 31.73   The market rallied and reached a 3,588.11 level. All new ATH! Outstanding rally! Unfortunately, that rally was totally unhealthy and pushed up by tech companies only. Many of my positions in all portfolios went pretty much nowhere, the only SPY was relentlessly running up and Continue reading →