Pet Peeve: end of year retrospectives published before the end of the year, hence, 2023’s retrospective publishes in 2023. But first…

Here comes the amateur legalese.

I began investing in companies and their stocks in the late 70s, but am Not a certified investment professional.

My style and history of investing is described in Dream. Invest. Live., a book I wrote by request – which came out as the Great Recession (the Second Great Depression) began. Don’t underestimate luck. Oops. https://www.amazon.com/-/e/B0035XVXAA

My personal finance blog (a blog about my finances) is: https://trimbathcreative.net/

I am Not an investment professional. This is Not financial advice. 

Persistence produces unexpected products. About a year and a half ago, I started posting a video about a company. So many small companies are poorly covered in the press. I tend to invest in small companies because: 1) they may be overlooked, which decreases demand for the stock, 2) by being smaller they are easier to understand, which increases a possible advantage for an independent investor, and 3) they frequently are in their passionate build-up phase, and I like people who are trying to do good things.

Persistence means that I’ve produced 18 of these videos, and didn’t realize it. Eighteen is also a large enough number to look for trends. The chart above provides evidence why investing in such small companies is risky. Most of these lost lots of money, or at least had a large decrease in their stock price in 2023. That’s what happens to many unprofitable companies. Once upon a time, Amazon was small. They didn’t even demonstrate massive profits until after their stock price began its climb. Until then, it was a worry. Investing entails risk. Here it is demonstrated. Risk can also precede reward.

An irony is that, the two best performing stocks in that chart are companies I owned shares in, and subsequently sold. (RRGB, and AMSC – burgers and superconductors) The five on the right are my current holdings. Within ‘Forward Looking Statements’ (what I consider CEOs’ ‘thoughts and prayers’) are reasons for me to be encouraged. Note: I was encouraged that the good news would happen in 2023, and in two of those cases I’ve been waiting for over twenty years for the good news. Stay tuned.

I can invest in such companies because I am single, have no dependents, have experienced the positive, and am willing to search for companies that are promising despite being overlooked. My book Dream. Invest. Live. chronicles a bit of my personal finance and investing history. The irony was that it was written near a peak. Will I reach that peak, again? It is impossible to know.

The world is dynamic. For me, investing is an active personal response. The world requires new solutions. I am more enthused about our potential solutions because, even within this short list, are companies pursuing solutions in energy, health, sensors, transportation, etc.

The video contains additional comments. I hope you find the blog and the video useful, particularly as a place from which to start asking your own questions.