So I have been down and out with bronchitis, and I am still recovering. Happy New Year, right? Anyway, with it being the new year, I am starting to re-define my strategy for investing. That’s what you should do in the new year right?
So I will be writing some new posts over in the Strategy section to lay out my thoughts on what the year will bring.
The big news recently is that the Trump administration has gone into Venezuela and captured the president and his wife there. How this takeover will affect the stocks is uncertain. I already have some Chevron and Exxon/Mobil shares. It will be interesting to see what happens with them as the oil reserves in Venezuela are huge.
I did recently add UPS and Kimberly-Clark to my portfolio, and Western Digital which seems to be doing the best so far. However, I am still trying to stay away from all the AI stocks. I am itching to get some Micron and Sandisk but I am holding myself back. My one big loser stock is still way down, and I am thinking that I should buy while it’s low and reduce my cost basis. Make the break even point a little easier to get to since I think they are going to start coming up this year. It’s an agricultural chemical stock that has been down due to economic issues more than any issue with the company. I’m pretty sure they will be on the rebound in 2026.
So that’s the news for the day.
