Quarterly Report by Steve Many in the professional adviser community regard psychology as a significant factor in investing. I have two degrees in psychology and one in Educational Psychology. I loved my college majors. I discovered by accident that my college major played a significant and positive role in my development and discovery process to …
Before you scroll down to my tables that reflect 2023 portfolio return as a whole, needless to say, 2023 turned out to be an outstanding stock and bond year! Everything went up! But the year started slow for three quarters and finished in the 4th quarter with nine straight weeks of gains for all five …
2023 Financial Retirement Year Review! A GREAT YEAR! Read More »
Hi Family, friends, colleagues, and readers, This is a long half-year report as I combine my travels, books I read, cancer diagnosis and recovery, and my volunteer work on the Los Angeles Unified School District Advisory Committee (Click here and scroll down to the Retirement Investment Advisory Committee, RIAC link) with how my portfolio has performed year-to-date to …
Year-to-Date Half Way Mark 2023 Portfolio Report by Steve Read More »
Happy Belated New Year, everybody! As the Worldwide Epidemic Decreased, so did my portfolio, and probably yours. You are not alone. But there were many more positives in 2022 than negatives. January 1st 2023, Sunday morning, 5:12 AM Before I comment on my portfolio and how it reflected this past terrible …
Steve’s 2022 Annual Portfolio Report, Commentary and Uncertainty Read More »
Bloodbath? Maybe or Maybe Not. Dear Readers, What can I report? Just look at the sea of red. Needless to say, in the short term, the bond and the stock markets exposed my portfolio to a bloodbath! The usual events are that stocks decline and fixed income sometimes decreases or increases. Sometimes international stocks perform …
Bloodbath! Year-to-Date 2022 Steve’s Portfolio Report Read More »
Hi friends, family, and former teacher colleagues, That time of the year again, halfway through a very rocky stock market year. I have been through three prior stock market corrections, crashes, or bear markets since 2000. I only share my portfolio for two reasons: to show you how a low-cost, diversified, passive strategy portfolio follows …
Hi everybody! Every three months, the publicly traded companies release a report. These companies offer stocks for sale after approval by the Securities and Exchange Commission (SEC), and must report a detailed account of their balance sheet, earnings, profits (or losses), and other pertinent information. After all, individual investors, mutual funds, institutions such as foundations, …
Hi Everybody, COVID! I am so sick and tired of COVID 19, Delta, and now Omicron. When does this crap stop?! Yeah, this hit us all hard as our lives have been turned around every which way. I am so sorry I have not kept up with my communication with you. So here goes with …
Steve’s Bio Stephen A. Schullo, Ph.D. (UCLA ’96) taught in the Los Angeles Unified School District (LAUSD) for 24 years and UCLA Extension teaching educational technology to student teachers. Steve wrote investment articles for the United Teacher-Los Angeles (UTLA) union newspaper for 13 years. He has been featured and quoted in many mainstream …
I am so late in getting my Q3 Year to Date Report. Interestingly, despite being forced to stay home you might think that I would have “extra” time to get this report out at the end of the third quarter, September 30, 2020? No, it doesn’t work like that. This is 2020. The pandemic with …