Leverage Point Newsletter

Leverage Point Portfolio Update

April 2022 YTD Return: -48% (-34% vs. the S&P)

Apr 30, 2022 • 

Leverage Point

3

March 2022

Leverage Point Portfolio Update

March 2022 YTD Return: -34% (-28.5% vs. the S&P)

Mar 31, 2022 • 

Leverage Point

1

Nowhere to Run

Reversion to the mean, are we there yet?

Mar 13, 2022 • 

Leverage Point

5

4

Leverage Point Portfolio Update

February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)

Mar 1, 2022 • 

Leverage Point

2

February 2022

Inflation Explained by Bicycles

Is inflation really due to supply chains? Maybe the bicycle industry holds the answer

Feb 12, 2022 • 

Leverage Point

3

4

January 2022

Leverage Point Portfolio Update

January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)

Jan 31, 2022 • 

Leverage Point

1

4

If You Spend 13 Minutes a Year on Economics You've Wasted 10 Minutes

Wisdom from the legendary investor Peter Lynch

Jan 14, 2022 • 

Leverage Point

4

2

Leverage Point Portfolio Update

December 2021 YTD Return: +63% (+34% vs. the S&P)

Jan 1, 2022 • 

Leverage Point

10

6

December 2021

Leverage Point 2022 Outlook

Key investment themes for next year

Dec 15, 2021 • 

Leverage Point

4

November 2021

Leverage Point Portfolio Update

November 2021 YTD Return: +97% (+70% vs. the S&P)

Nov 25, 2021 • 

Leverage Point

7

3

Don't Fall in Love With a Stock

How I stay focused only on stocks that outperform

Nov 12, 2021 • 

Leverage Point

4

October 2021

Leverage Point Portfolio Update

October 2021 YTD Return: +129% (+105% vs. the S&P)

Oct 30, 2021 • 

Leverage Point

7

2