Archive - Spilled Coffee

What If You Only Owned The Magnificent 7?

Maybe seven really is enough

13 hrs ago •

Investing Update: Some Cracks Starting To Show

What I'm buying, selling & watching

Nov 1 •

October 2025

Portfolio Update

I started a new position in a Mag 7 stock

Oct 30 •

Is There A Risk To This Bull Market?

A look at what could end this bull market — and what hasn’t.

Oct 29 •

Investing Update: A Mag 7 Stock Set To Surge

What I'm buying, selling & watching

Oct 25 •

2 Stocks That I've Never Sold

Why I've never sold any shares in these two names

Oct 22 •

Investing Update: Is Momentum Weakening?

What I'm buying, selling & watching

Oct 18 •

Tariffs, Tariffs, Oh My

Is the real risk tariffs — or our reaction to them?

Oct 15 •

Investing Update: A Sector Flashing Caution

What I'm buying, selling & watching

Oct 11 •

The Cash on the Sidelines Fallacy

Money market assets have grown, but so has everything else.

Oct 8 •

Investing Update: Q3 Recap & Q4 Outlook

What I'm buying, selling & watching

Oct 4 •

The Cybersecurity Stock To Own

Strong Growth, Sticky Revenue, and a Critical Industry Tailwind

Oct 3 •

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