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Continue reading →: FactSet (FDS) Stock Analysis: Is It Undervalued or at Risk from AI Disruption?A detailed fundamental analysis of FactSet stock, including valuation metrics, AI disruption concerns, earnings forecasts, dividends, and long-term investment outlook.
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Continue reading →: Investment Retrospective 2025: Lessons, Mistakes, and Growth as an InvestorAn honest reflection on my 2025 investing results, key mistakes, psychological lessons and the strategy I plan to follow in 2026.
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Continue reading →: What My Worst-Performing Stocks Are Teaching Me – February 2026 UpdateWhat can losing stocks really teach an investor? In this February 2026 update, I reflect on my worst-performing positions, recent trades, dividend progress and the lessons learned during a volatile market period.
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Continue reading →: Not My Best Results, but an Honest Portfolio Update – January 2026Not my best results, but a fully honest January 2026 portfolio update. I review my largest positions, diversification, ETF exposure, dividends and what I plan to improve going forward.
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Continue reading →: New Year, New Trades – My First Investment Moves of 2026A personal look at my first investment trades of 2026. The stocks and ETFs I bought, one position I sold and the thinking behind each decision as the new year begins.
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Continue reading →: December Investing Recap: New Buys, Portfolio Changes and Year End ReflectionA friendly personal update on my December portfolio changes. What I sold, what I bought, why I made those decisions and how the portfolio looks heading into the new year.
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Continue reading →: Lululemon Stock Review – Why I Started Buying LULU (50th Blog Post)A friendly and insightful look at why I began investing in Lululemon (LULU) — covering financial strength, valuation, risks, and future expectations.
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Continue reading →: November 2025 Portfolio Update: Learning from Mistakes & New PositionsNovember brings fresh capital and tough lessons! See how a major position tanked, why diversification is key, and check out my new, slightly speculative additions. Let’s grow and learn together!
