Investments and personal finance 3/4

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

Portfolio update: 1Q2025

The first quarter was actually quite decent for me, although the start to April has been horrible since there is nowhere to hide.

tim@emorningcoffee.com

Apr 96 min read

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

tim@emorningcoffee.com

Apr 39 min read

DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates

tim@emorningcoffee.com

Jan 293 min read

This article is about the allocation of yours savings across different asset classes to maximise returns given your risk profile

tim@emorningcoffee.com

Nov 30, 20237 min read

Happiness is the prize, wealth can be a by-product by following a few simple rules, and starting early in life.

tim@emorningcoffee.com

Nov 15, 20234 min read

The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.

tim@emorningcoffee.com

Oct 26, 20234 min read

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

tim@emorningcoffee.com

Jul 20, 20237 min read

This article discusses the rationale for establishing retirement savings, the sooner the better. Corp plans are especially attractive.

tim@emorningcoffee.com

May 15, 20237 min read

This is the first of FINANCE 101 topics, a series of articles re the basics of personal investing and financial management.

tim@emorningcoffee.com

Apr 28, 20236 min read

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