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🎶 Year-End Investing and Planning Strategies | Portfolio...

Recent Original Research

November 29, 2023

Optimism vs. Pessimism: Defining Your Investing Future

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the "hopefulness and confidence about the future or the successful outcome of something." Pessimism is defined as "a tendency to see the worst aspect of things or believe...

November 15, 2023

Why It’s Great to be an Investor Now...

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...

October 25, 2023

Investing In Sectors: A Look at the 11...

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...

October 18, 2023

Navigating the Magnificent Seven’s Fundamentals

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...

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