Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 03/01/2017

Summary:

  • Grandverse Portfolio was up 1.04% for the day
  • Benchmark Portfolio was up 1.38% for the day
  • IESC was the big winner, posting a 6.40% increase
  • SEDG was the big loser, posting a 3.41% loss
  • GV Portfolio contained 11 winners and 4 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,735.00 $102,125.20 1.38% 2.13%
Grandverse Portfolio $100,000.00 $99,654.10 $100,694.90 1.04% 0.69%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/28/2017

Summary:

  • Grandverse Portfolio was down 1.58% for the day
  • Benchmark Portfolio was down 0.27% for the day
  • GILD was the small loser, posting a 0.03% loss
  • FSLR was the big loser, posting a 4.34% loss
  • GV Portfolio contained 0 winners and 15 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $101,003.80 $100,735.00 -0.27% 0.74%
Grandverse Portfolio $100,000.00 $101,251.20 $99,654.10 -1.58% -0.35%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/27/2017

Summary:

  • Grandverse Portfolio was up 0.45% for the day
  • Benchmark Portfolio was up 0.15% for the day
  • UTHR was the big gainer, posting a 3.95% increase
  • IESC was the big loser, posting a 1.28% loss
  • GV Portfolio contained 8 winners and 6 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,848.40 $101,003.80 0.15% 1.00%
Grandverse Portfolio $100,000.00 $100,795.40 $101,251.20 0.45% 1.25%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/24/2017

Summary:

  • Grandverse Portfolio was up 1.08% for the day
  • Benchmark Portfolio was up 0.13% for the day
  • FIX was the big gainer, posting a 17.66% increase
  • VIPS was the big loser, posting a 2.47% loss
  • GV Portfolio contained 7 winners and 8 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,722.40 $100,848.40 0.13% 0.85%
Grandverse Portfolio $100,000.00 $99,715.60 $100,795.40 1.08% 0.80%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/22/2017

Summary:

  • Grandverse Portfolio was down 1.84% for the day
  • Benchmark Portfolio was down 0.07% for the day
  • VIPS was the big gainer, posting a 2.92% increase
  • UTHR was the big loser, posting a 12.47% loss
  • GV Portfolio contained 5 winners and 10 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,722.40 $100,655.20 -0.07% 0.66%
Grandverse Portfolio $100,000.00 $101,489.10 $99,617.20 -1.84% -0.38%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/21/2017

Summary:

  • Grandverse Portfolio was up 1.28% for the day
  • Benchmark Portfolio was up 0.57% for the day
  • VIPS was the big gainer, posting a 7.15% increase
  • ENZ was the big loser, posting a 1.90% loss
  • GV Portfolio contained 11 winners and 4 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,155.40 $100,722.40 0.57% 0.72%
Grandverse Portfolio $100,000.00 $100,204.80 $101,489.10 1.28% 1.49%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/18/2017

Summary:

  • Grandverse Portfolio was up 0.20% for the day
  • Benchmark Portfolio was up 0.16% for the day
  • SWKS was the big gainer, posting a 4.24% increase
  • USNA was the big loser, posting a 1.86% loss
  • GV Portfolio contained 6 winners and 9 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,000.00 $100,155.40 0.16% 0.16%
Grandverse Portfolio $100,000.00 $100,000.00 $100,204.80 0.20% 0.20%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Can we beat the stock market??

The holy grail of any aspiring investor is to beat the stock market. This is what professional investors get paid big money to do.

And historically, it didn’t matter if they underperformed the major indices by a little bit, since there was really no other way of gaining exposure to the stock market.

That’s simply not the case today. The emergence of index funds and ETFs (Exchange Traded Funds) has made it cheap and easy to gain exposure to the stock market with the guarantee of earning market returns.

But its human nature to want more. So professional investors continue to seek out above-average returns, and we continue to pay them big money to do so. But are we getting our money’s worth?

A recent study showed that 82% of large-cap funds underperformed the S&P 500 Index over a ten-year period. So if the pros can’t beat the market, what hope do we have?

Let’s find out…

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Business, Company Culture, Entrepreneurship, Hedge Funds

Billionaire will fire employees for not challenging the status quo…

What would happen if you wrote an email like this to your boss:

Ray — you deserve a “D-” for your performance today … you rambled for 50 minutes … It was obvious to all of us that you did not prepare at all because there is no way you could have and been that disorganized at the outset if you had prepared … today was really bad … we can’t let this happen again.

Good things probably wouldn’t come your way. That is, unless your boss is Ray Dalio.

Founder of Bridgewater Associates, the world’s biggest hedge fund, the self-made billionaire is changing the way his employees think. Rather than saying what they think he wants to hear, he’s challenging his employees to think for themselves and challenge the status quo when necessary.

Not only that, but “they can be fired for failing to challenge the status quo,” notes Wharton professor Adam Grant, author of Originals: How Non-Conformists Move the World.

Dalio insists that the culture of truth and openness he’s created at Bridgewater is central to the firm’s success.

“Our greatest power is that we know that we don’t know and we are open to being wrong and learning.” says Dalio.

Kathleen Elkins of CNBC has the full story.

Business, Economics, Politics, Trump, US

Trump Pulls U.S. Out of Trans-Pacific Partnership

On his first full weekday in office, President Trump formally withdrew the United States from the 12-nation Trans-Pacific Partnership – Obama’s signature trade deal.

The agreement was designed to deepen economic ties between twelve countries that border the Pacific Ocean – namely, Japan, Malaysia, Vietnam, Singapore, Brunei, Australia, New Zealand, Chile, Peru, Mexico, Canada and the US.

Combined these countries represent approximately 40% of the world’s economic output.

It was hoped that the pact would lead to lower tariffs, helping to foster trade between the countries and boost economic growth. This could have potentially lead to the creation of a new single market, similar to that of the European Union.

But all of that is history now, as Trump has now fulfilled his campaign pledge to end America’s involvement in the TPP and distance itself from its Asian allies.

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