One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.
Tag: vrt
Monthly Portfolio Update April 2026
While March ended as one of the toughest months in years, April delivered a strong rebound. All four major indexes recovered sharply, erasing losses and posting one of their best monthly performances since the pandemic rebound in 2020.
Weekly Update for the week ending May 8, 2026
Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.
Weekly Update for the week ending May 1, 2026
Rising oil prices have been one of the biggest stories in the markets recently, driven by the US/Israel-Iran conflict and shifting supply dynamics. This week, a major development – the UAE’s decision to leave OPEC and OPEC+ – adds another layer of uncertainty, with potential implications for inflation, interest rates, and the direction of markets.
Weekly Update for the week ending April 24, 2026
How Valuation Is Calculated (In Simple Terms)
Valuation can sound complicated, but at its core it comes down to a simple idea: how much are you paying for what a business produces? This week, I break down two of the most common tools investors use – P/E and P/FCF – and show how they help put a price on a company’s earnings and cash flow.
Weekly Update for the week ending April 10, 2026
If you’ve felt the sting at the gas pump lately, you’re not alone. Since the US/Israel–Iran conflict began, oil prices have shot up and continue to climb. Brent crude oil is over 50% higher, West Texas Intermediate (WTI) nearly 70%. But the impact goes beyond filling up your vehicle, pushing up transportation costs and, in turn, the price of goods on store shelves – in other words, inflation. In this week’s update, let’s look at the differences between Brent and WTI oil (what are they anyway?), where does Canadian oil fit in, and why are these rising prices rippling through the economy.