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I Know Nothing
The late Andrew Sachs was brilliant in the episode “Communication Problems” in Fawlty Towers. “I know I know I know.” John Cleese: “So why you say I know nothing?” “I know nothing. Nothing. I forget everything. I know nothing. I am from Barcelona.” That is certainly how the current stock market makes me feel. Is it priced for perfection? Is there a huge bubble going on? Sell all stocks and run for the hills? Usually, it is better to stay calm and carry on. Most long-term inve

Rogier G. van de Grift
Nov 5, 20258 min read


Thirteenth pin stuck in the newspaper
The Monkey and Crayon stock portfolios project continues with the 13th stock pick for both. As always, the monkey portfolio picks a new...

Rogier G. van de Grift
Jul 18, 20256 min read


GOAT since 1965. The man, the legend, Warren Buffett is retiring.
Mr. Buffett was as per usual in fine form at the annual Berkshire Hathaway shareholder meeting on Saturday the second of May 2025. At the...

Rogier G. van de Grift
May 13, 20255 min read


Wise words from Omaha
The annual shareholders letter from Berkshire Hathaway got published again in February. Some actions have been taken in my portfolio...

Rogier G. van de Grift
Mar 19, 20257 min read


Shannon’s Demon
Buffett famously said he had never had less than 90% of his assets in stocks. This is an update on the Constant-Proportion Rebalanced S&P...

Rogier G. van de Grift
Feb 7, 20254 min read


Twelfth pin stuck in the newspaper
The Monkey and Crayon stock portfolios project continues with the 12th stock pick for both. The monkey portfolio picks a new stock...

Rogier G. van de Grift
Nov 27, 20248 min read


Eleventh pin stuck in the newspaper
The Monkey and Crayon stock portfolios project continues with the 11th stock pick for both. Like numbers, but don’t try for pinpoint...

Rogier G. van de Grift
May 28, 20246 min read


Monkey and crayon portfolios performance review.
Monkey and crayon portfolios performance review.
Monkey and Crayon stock portfolios five years later.
This is an update five years on!

Rogier G. van de Grift
May 19, 20245 min read


How to build your own mini Berkshire Hathaway part two!
Lessons from Omaha and Warren Buffett after the recent shareholders meeting... Last week the Woodstock for capitalist took place again....

Rogier G. van de Grift
May 8, 20247 min read


"Creating Your Own Mini Berkshire Hathaway: A Guide to Building a Diversified Investment Portfolio"
This weekend the annual treasure trove (the shareholders letter) appeared on the website of Berkshire again. Below are takeaways from the...

Rogier G. van de Grift
Feb 25, 20247 min read


Tenth pin stuck in the newspaper
Warren Buffett’s portfolio is very concentrated. Berkshire Hathaway is the second largest owner of Apple. The percentage owned is 5.83%....

Rogier G. van de Grift
Dec 16, 20238 min read


Shannon buy the dip and sell the rally experiment
The Constant-Proportion Rebalanced S&P 500 ETF Portfolio Experiment Or in normal folks language The Shannon buy the dip and sell the...

Rogier G. van de Grift
Aug 9, 20236 min read


Game Over
Trading Portfolio; Momentum Experiment What a difference six months make. It is a wonderful world. The world of equities tells a new...

Rogier G. van de Grift
Jul 2, 20235 min read


Ninth pin stuck in the newspaper
Ninth pin stuck in the newspaper Warren Buffett’s portfolio is very concentrated. Warren Buffett and Charlie made some comments on their...

Rogier G. van de Grift
Jun 7, 20239 min read


Recession
Last year the United States endured a technical recession. Is the US going to get a real recession in 2023? Trading Portfolio; Momentum...

Rogier G. van de Grift
Apr 15, 20237 min read


Better buy: Lloyds vs Greggs shares
I hold both in my portfolio currently, but today I am looking to choose which position I might add to soon: Lloyds or Greggs shares. It...

Rogier G. van de Grift
Mar 24, 20231 min read


Just keep walking
New article written for the Motley Fool. Is it time for a tipple of the Diageo share price? For information and market commentary...

Rogier G. van de Grift
Mar 14, 20231 min read


Shares of this FTSE 100 firm are still good value for money.
New article written for The Motley Fool. Shares of this FTSE 100 firm are still good value for money. The article is about London...

Rogier G. van de Grift
Mar 14, 20231 min read


Pivot and Trading Portfolio Momentum update
Everything seems frozen at the moment, but there are still changes happening under the radar. Trading Portfolio; Momentum and China's...

Rogier G. van de Grift
Jan 3, 20236 min read


Eight pin stuck in the newspaper
Eighth pin stuck in the newspaper You don’t know what you are doing Or as the Premier League footie supporters sing to opposite team...

Rogier G. van de Grift
Nov 26, 202213 min read
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