Open Learning (ASX:OLL) has put out a rather limp and vague announcement. The share price is up but I am downgrading my view of the company and planning to sell.

4 US stocks and 1 Dutch stock make up my international portfolio. Here’s why.

Finally bought some CSL shares (among other things).

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Markets have never seemed so political.

Here’s what I’m buying (more of) on Monday!

The best kind of investment is a great business compounding for years, that you have the conviction to hold, in size, long term. How do we build conviction?

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Unfortunately, I’ve become a little less comfortable with the company over the long term…

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A quiet start to the week then a flurry of activity today…

Sustainable dividend stocks might not be flying on fed stimulus, but they could prove to be a decent inflation hedge in a recession…

A frequently asked question!

+7.86% for the month.

Up 12.02% (28% outperformance) after fees since inception (approx 7 months).

One new buy…

Reducing defensive positions…

A couple of new companies here…

I’m going to buy some more shares before they recommend it, I think.