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The 10 Most Recommended Messages By GauchoChris

Take me back to where I was.
  • Date: 5/30/18 8:10 AM
  • Number: 41894
  • Recommendations: 144
Earnings season for my companies is now complete so it’s a good time to reflect on the results and examine the portfolio allocations to determine if these allocations are “optimal” given last quarter’s results and my view of the future for the
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  • Date: 9/30/18 1:56 PM
  • Number: 46778
  • Recommendations: 125
Portfolio performance

We are now ¾ of the way through 2018. My portfolio results are in the table below:


YTD Mo ch S&P YTD Mo ch YTD diff Mo diff
1/31/18 25.6% 25.6% 4.9% 4.9%

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  • Date: 3/6/18 6:26 AM
  • Number: 38217
  • Recommendations: 125
After the tax cuts were enacted in December, I remember thinking that we were about to see some big moves in the stock market. Over the past few days I have been thinking more about that. These thoughts were prompted by a post by qazulight in
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  • Date: 6/24/17 12:45 PM
  • Number: 29090
  • Recommendations: 125
Conviction can be dangerous. What I mean by that specifically is that conviction can lead someone to take on more risk than is prudent. Why am I writing about this now? Well, recently I learned that some people who frequent this board have
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  • Date: 8/1/07 1:03 AM
  • Number: 3586
  • Recommendations: 109
As we all know, FMD's stock price has been punished. As investors we should periodically ask ourselves whether the current price is justified, whether the market has mispriced FMD, or a combination of both. Let's summarize what has changed recently
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  • Date: 1/4/18 8:36 AM
  • Number: 35449
  • Recommendations: 108
I’ve been thinking about writing this post for more than a month, but I just haven’t put in the time. This post is really a list of things that I think are related to making a person a better investor, a better decision maker, and maybe even a more
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  • Date: 11/30/15 10:19 AM
  • Number: 14184
  • Recommendations: 94
I used to read all the posts on this board. There's lots of really useful information and some great investing analysis and philosophy here.

But now I just can't keep up anymore because it takes too much of my time, and there are A LOT more
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  • Date: 3/20/15 9:47 AM
  • Number: 6808
  • Recommendations: 94
I graduated from college in 1992 and started working as an intern two weeks after I graduated. I was only earning $1700 per month. My rent was $550 per month, car insurance $50 per month (when annualized). When you add up all the other expenses,
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  • Date: 8/25/18 2:21 PM
  • Number: 45308
  • Recommendations: 92
A couple of people were wondering about my allocations. I haven't posted them in many months and I have made a bunch of changes. I typically make small changes and adjustments every week. But lately I've made some more significant
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  • Date: 9/18/15 1:56 AM
  • Number: 11974
  • Recommendations: 86
Facts, data dependency, and opinions

Today, I listened to Janet Yellen’s Q&S session as I have done every time since she took over the role of Chairman (Chairperson) of the FOMC. As we know, the FOMC conducts monetary policy for the
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Total = 10

Take me back to where I was.
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