Diary of a Portfolio Manager

October 30, 2022 |Todd Kennedy
Happy Halloween! So far, October has been great for most major markets. Earnings and fundamentals have been in focus which pleases me – as opposed to day to day variability based on latest headline. Hopefully tomorrow – the last day of the month – is...
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Diary of a Portfolio Manager

October 14, 2022 |Todd Kennedy
Are you a buyer or a seller? Good day, I made reference in my last diary entry that I would write something a bit more personal and a bit less about the markets. I will have to take that back especially after seeing the 1508-point swing in the Dow index...
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Diary of a Portfolio Manager

October 01, 2022 |Todd Kennedy
IMPORTANT NEWS REGARDING HOW WE WILL COMMUNICATE GOING FORWARD WITH REGARDS TO PRIVATE INFORMATION Something that I want to be sure that you know: Starting October 1, we will no longer be sending your account information – or anything other than what...
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