VINDICA

Background: Dividend Portfolio - Dividend Growth Stocks. Speculative Portfolio - Good companies that are richly valued high growth companies. Both portfolios were started with 10% of my liquid assets each on Jan 1st 2021. March Update: From the February post - I wonder if strong gains in the dividend portfolio in Feb is in fact a ill omen for the market as a whole in March. It is not really bear territory for the market as a whole, but it certainly was deep recession for the Speculative portfolio.  It lost almost 30% from its peak, losing heavily almost every trading day of the month.  The funny thing is that it is still 14% up since Jan 1st.  I would have been better off sitting out March.  But I am not better off than if I had not started investing at all in January.  In fact, in my sedate index portfolios, I would have been delighted to be up 14% in 3 months! See my notes below from March 8th, right at the beginning of the month, when the writing seemed to be...

See first post on this series for background on the Dividend Portfolio and the Speculative Portfolio.  S&P 500 moved up a gentle 1% in Feb.  Nasdaq moved down a gentle 1.5%.  But what an explosive month it was!  The speculative portfolio swung 10% up and down on some days.  It was stomach churning experience, even though as I mentioned in my introductory post, the Speculative portfolio is only 10% of my investments and the swings are largely inconsequential for my overall financial well being.  I tried my best to stick to the investment thesis and to learn. CNN Fear and Greed Index started the month at 35 (0 being extreme fear), while the market was close to all time high.  Too much fear considering how small the drop in the last couple of days of Jan have been relative to the massive 2020 bull market.  Likely GameStop was rattling everyone.   The month ended with more jitters.  However, the Fear and Greed Index has actually swung t...