NEXT LEVEL money
How I'm beating inflation this year (and you can, too!)
The focus of Next Level Money is on investing and helping you grow your net worth to the next level through investing. But sometime we...
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NEXT LEVEL money
- May 2, 2022
- 3 min
Sell in May and go away.
“Sell in May and go away” is common market phrase referring to a strategy to sell your equity positions in the beginning of May and not...
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NEXT LEVEL money
- Apr 16, 2022
- 3 min
Why Do You Invest?
Why do you invest? Maybe it’s because you’ve been told you need to if you want to retire one day. Maybe it’s because it’s the smart thing...
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NEXT LEVEL money
- Apr 16, 2022
- 1 min
Update on the Newsletter
Readers will note that I started updating the newsletter on a monthly basis in February rather than a weekly basis. This allows me to be...
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NEXT LEVEL money
- Apr 16, 2022
- 6 min
Economic Update: Watch out for the next Recession
Let me preface this post by saying I can’t predict the future, just like everyone else. I’d don’t have a crystal ball or a heavily...
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NEXT LEVEL money
- Nov 29, 2021
- 4 min
There’s no such thing as overnight success (how to achieve your financial goals)
As humans, we’d like to think that success is linear. But it’s not. Like growth in the stock market, it’s exponential. And it takes time...
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NEXT LEVEL money
- Oct 31, 2021
- 5 min
My stock picking history (16th anniversary)
My first real exposure to learning about investing was when my dad told my brother and me about investing and compound interest. I think...
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NEXT LEVEL money
- Aug 23, 2021
- 3 min
The Magic of Compound Interest
"Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it." -Albert Einstein There...
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NEXT LEVEL money
- Jul 18, 2021
- 3 min
July Portfolio Commentary
While I currently have 50+ holdings in my portfolio, you will find that many of the names fall under a handful of thematic investment...
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NEXT LEVEL money
- Jul 11, 2021
- 1 min
Art Portfolio vs. Investment Portfolio
In the professional art world, artists create a portfolio exemplifying their skills with their different pieces of work. It shows what...
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NEXT LEVEL money
- Jul 10, 2021
- 4 min
A Short Story On Softbank, Alibaba And WeWork (March 2020 Crash Edition)
This article was originally written on 3/19/2020 (a few days after the US went into lockdown and a few days before the market bottomed)....
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NEXT LEVEL money
- Jul 9, 2021
- 3 min
To Invest Or Not To Invest (The Million Dollar Question)
Last week I was talking to two new acquaintances on different days. Both asked me what I do for a living and where I work. After telling...
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NEXT LEVEL money
- Jul 8, 2021
- 2 min
The Michelin Star Recipe Portfolio (A Story About Fees)
Would you rather go to a 3 star rated Michelin restaurant and have the chef cook you a fabulous meal or would you rather be given the...
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NEXT LEVEL money
- Jul 7, 2021
- 1 min
More Color On My Full Portfolio
Full disclaimer: the portfolio performance shown on this website is just my Schwab portfolio. And the performance data only goes back to...
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NEXT LEVEL money
- Jul 5, 2021
- 2 min
Investment Education and Experience
My investment philosophy has morphed over the 15+ years since I first started investing. It's evolved as I've continued to learn over the...
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NEXT LEVEL money
- Jul 4, 2021
- 2 min
Why Next Level Money
You can find plenty of great personal finance websites on the internet. They'll tell you to earn more money through your job, side...
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NEXT LEVEL money
- Jul 4, 2021
- 4 min
Investment Philosophy and Strategy
My investment philosophy has changed over time. Let me start off with what is not a part of my investment philosophy. I disagree with the...
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