• ABOUT
  • CONTACT
  • DISCLAIMER!!!

Wexboy

~ A Value Investing Blog

Wexboy

Monthly Archives: November 2016

November-9th…What An Historic Day!?

23 Wednesday Nov 2016

Posted by Wexboy in Uncategorized

≈ 16 Comments

Tags

absolute return, benchmarking, Brexit, diversification, Donald Trump, portfolio allocation, portfolio performance, relative performance, track record, value investing, Zamano, ZMNO

Trump.

Trump..?

Donald Trump..?!?!

No, just no, it can’t be…

How did he…how could they?

This isn’t what anybody expected…

Who does he think he is trying to steal a place in history from…

ME?!?

Because Nov-9th was destined to be MY day…which, I’m assuming, faithful readers already knew? ‘Cos five years ago, to the day, I first clicked the Publish button & launched the Wexboy blog into the wild blue yonder of the internet! And at the time, who in their right mind would ever have imagined the Donald being announced as President-elect to celebrate the 5-year anniversary of this blog?!

Though I’m sure he’d approve of my first post – a real estate investment write-up on Nov-9th, 2011: Sirius Real Estate (SRE:LN). More recent readers will marvel this post was a trifling 1,300 words long (note the last para of the post!?). Not to mention my insane pace initially – I clocked an astonishing seventeen more posts for the rest of that month – I guess I was finally learning, like many writers, to channel the rage in a more creative & productive manner…

If you’d asked me to look five years ahead to this day, I’d have laughed. And if I’d actually envisioned publishing hundreds of thousands of words since, maybe I’d have mapped out a killer-trilogy of bondage, vampires & bad metaphors, and lived off the royalties instead! [Though I suspect I’d have then started a blog to document my investments…so perhaps this was my destiny all along!] Ask me last year, and I’d probably have promised a rash of posts – some serious, some frivolous – to mark such an anniversary. But now we’re here, the urge to celebrate seems to have dissipated – I have to wonder if the Brexit referendum vote, followed by a Trump election victory, has something to do with that? In their wake, the blog certainly feels more like an unfinished story…

But looking back, I have to admit I’m amazed at this body of work to date. The investing advice I’ve offered along the way still (pretty much) makes sense to me – in fact, there’s little I’d change at this point, let alone go back on. As for the macro perspectives & investment themes I’ve elaborated on over the years, I’ve always tried to focus on the longer-term horizon & filter out the current market noise – the fact that much some of it still appears to offer a useful macro framework, plus a road-map for some interesting secular investment opportunities, would hopefully suggest I’ve achieved that.

Continue reading →

Advertisement

Enter email address to track this blog by email.

Join 2,326 other subscribers

Wexboy on Twitter:

  • NEW Blog Post: FY-2022 Portfolio Performance & Review… $REC.L $KR1.AQ $GOOGL $VOF.L $TFG.AS $DQ7A.IR $SAGCV.HE… twitter.com/i/web/status/1… 1 hour ago
  • NEW BLOG POST: FY-2022 Portfolio Performance & Review… …Post-Pandemic Hangover: wexboy.wordpress.com/2023/01/31/202… $REC.L… twitter.com/i/web/status/1… 10 hours ago
  • Nah, you’re crying… 🥹 …the Light Balance Kids from #Ukraine win a Golden Buzzer: m.youtube.com/watch?v=lpLfyR… 19 hours ago
  • If credit card co’s/fees disappeared overnight, all the bars, cafes, restaurants & stores wd immediately drop their… twitter.com/i/web/status/1… 19 hours ago
Follow @Wexboy_Value

Wexboy Top Posts

  • 2022...Post-Pandemic Hangover
  • KR1 plc...The #Crypto #Alpha Bet
  • 2021...Wow, Another Crazy (Good) Year!
  • NTR plc - Breezin' Right Along...
  • A Letter to the CEO (& Board) of European Islamic Investment Bank

Wexboy Archives

  • January 2023
  • January 2022
  • November 2021
  • July 2021
  • January 2021
  • November 2020
  • July 2020
  • January 2020
  • December 2019
  • July 2019
  • January 2019
  • July 2018
  • May 2018
  • February 2018
  • January 2018
  • September 2017
  • August 2017
  • July 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011

Wexboy Categories

  • Uncategorized

Blogroll

  • Above Average Odds Investing
  • Alpha Vulture
  • CantEatValue
  • Cheapskate Investor
  • csinvesting
  • Deep Value Investments
  • Element Value Investor
  • Expecting Value
  • Harriman Intelligence
  • Insider Monkey
  • Interactive Investor Blog
  • Investor Soiree
  • Long Term Value Blog
  • Mallet's Conspiracy
  • Mark Carter
  • Oddball Stocks
  • Philip O'Sullivan's Market Musings
  • Ragnar is a Pirate
  • Reminiscences of a Stockblogger
  • ShareProphets
  • Simple Value Investing
  • The UK Stock Market Almanac
  • Tom Winnifrith
  • UK Value Investor
  • Value Investing France
  • Value Investing Journey
  • Value Uncovered
  • valueandopportunity
  • valuestockinquisition
  • ValueWalk
  • Valuhunteruk

Meta

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.com

Blog at WordPress.com.

Privacy & Cookies: This site uses cookies. By continuing to use this website, you agree to their use.
To find out more, including how to control cookies, see here: Cookie Policy
  • Follow Following
    • Wexboy
    • Join 2,326 other followers
    • Already have a WordPress.com account? Log in now.
    • Wexboy
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar