Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

All I Want for Christmas is You

 December 12, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER December 12, 2025 “I don't want a lot for Christmas, there is just one thing I need (and I) Don't care about the presents underneath the Christmas tree I don't need to hang my stocking there upon the fireplace (ah) Santa Claus...
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Black Friday

 November 28, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER November 28th, 2025 “I wanna go party, I wanna have fun I wanna be happy, could you show me how it's done? You look so pretty, pretty like the sun I could watch forever while you shine on” Black Friday, Tom Odell Good afternoon...
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The Running Man

 November 14, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER November 14th, 2025 “This is television, that’s all it is. It has nothing to do with people, it’s to do with ratings!” Quote from The Running Man movie (1987) Good afternoon, A couple thoughts. The Running Man movie premiers...
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Hope That You Had a Great Thanksgiving!

 October 14, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER October 10th, 2025 HOPE THAT YOU HAD A GREAT THANKSGIVING! Good afternoon, I hope that you have a wonderful weekend and do all of the things that you want to do. Appropriate to say thanks for your trust and confidence. What...
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Goldeneye

 October 03, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER October 3rd, 2025 Alec Trevelyan: No one ever died being too careful. James Bond: Words to live by. Goldeneye, James Bond movie, 1995 Good afternoon, I bring up Goldeneye as it is approaching its 30th anniversary and being...
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Sailing

 September 19, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER September 19th, 2025 “Sailing Takes me away to where I've always heard it could be Just a dream and the wind to carry me Soon I will be free” Sailing – Christopher Cross Good afternoon, Not 100% sure why but this song was...
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Who Can It Be Now

 September 05, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER September 5th, 2025 “Who can it be knockin' at my door? Make no sound, tip-toe across the floor If he hears, he'll knock all day I'll be trapped, and here I'll have to stay” Who Can It Be Now – Men at Work Good afternoon,...
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Working for the Weekend

 August 08, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER August 8th, 2025 “Everybody's workin' for the weekend Everybody wants a new romance Everybody's goin' off the deep end Everybody needs a second chance" Working for the Weekend - Loverboy Good afternoon, Loverboy was brought...
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Shakedown

 July 25, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER July 25, 2025 “Shakedown On the speedway Breakdown On the speedway Shakedown On the speedway Just got to, got to, got to get away” Rough Trade, Shakedown Good afternoon, Rough Trade – the band. Shakedown – the song. Seem familiar?...
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Summer Heat is Here

 July 14, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER July 14, 2025 Despite summer typically being a more quiet time for the markets, the headline-filled nature of 2025 has yet to show signs of slowing. A few notable developments have taken place recently, including the signing...
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