2901, 2021
Strategy Allocations for February 2021
An easy month. We sell SBUX and buy ALXN. That's it. Of course, we always recommend checking your target allocations against your actual portfolio allocations. If they are too much at variance with each [...]
2208, 2019
Stone Barn Strategy Updates – 08/20/19
From: Paul Montgomery <paul@scotiapartners.com> Sent: Wednesday, August 21, 2019 9:58 AM To: Paul Montgomery <paul@scotiapartners.com> Subject: Stone Barn Strategy Updates - 08/20/19 Stone Barn NDX Moderate Portfolio Statistics as of Close 08/20/19 Return [...]
1508, 2019
Fact or Fiction – Market Losses Don’t Count if You Don’t Sell Your Holdings?
During a long trip to Ohio last weekend, Paul listened to some motivational and interesting podcasts. One of them mentioned a website that provides investment advisory services to 401k investors. This is all [...]