February 2025 DCA Portfolio Buys

Building a Portfolio a security at a time, buying what is compelling in the moment, at the moment.

Time is flying, the market is bouncing around, and opportunity is emerging in the new golden age of active investing that began in March of 2020, and which looks set to renew itself once again after a 2023 and 2024 that saw the narrowest market in history, with the notable parallel to 1998 and 1999, except the extremes were greater this time around.

We are going to look back in ten years or twenty years, and say it was so simple to simply avoid the top heavy concentrated U.S. stock market, and look for opportunity in the discarded, downtrodden equity names.