Category Archives: Coach C

Black Swan Hunting

While the macro boys at GMM are off hunting Black Swans,  I am making money to keep the lights on. – Carol K., GMM, August 11th Yes, Carol K is correct, and we thank her for keeping the lights on at … Continue reading

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REITs For The Right Reason

By Carol K. Summary These are my favorite REITs with fully intact dividends as of 7/29/20 REIT 90% payout requirement for 2020 pushed to Dec 31, 2021 There is no free lunch, i.e., the risk/reward tradeoff A REIT really is … Continue reading

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Riding The Gravy Train: S&P500 Key Levels

The U.S. stock market is very expensive and narrow, led by large-cap tech with S&P500 range-bound between 3233 and 2965, a 9 percent range, closing today at the upper 1/3rd of that range.   Not a fan, and a dangerous market, … Continue reading

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The CK-35: How NOT to Build a Portfolio

By Carol K. On Monday, June 29th, I sold six holdings from my CK-35 portfolio. For the uninitiated, the CK -35 was a “paper” portfolio (not real money), of individual stocks selected by me, at the urging of GMM head … Continue reading

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CK-35 Trade – Sell SHOP

Carol sold her entire position in Shopify (SHOP) yesterday.  Here’s the trade ticket.  

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Microsoft’s New Market Narrative

Why Microsoft Should Be a Cornerstone In All Portfolios By Carol K. First, let me state unequivocally I am NOT a Microsoft (MSFT) product fangirl.  Since 2005, I have only purchased Apple (AAPL) products for myself and my children. Nevertheless, … Continue reading

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