Author: Alyse Clark
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Another Man’s Treasure
The Mainsail Equity Model focuses on long-term growth through a selective portfolio of blue-chip stocks, with a strategy to invest sidelined cash when advantageous. Currently, there is an opportunity to increase the position in Microsoft. This update is for Northshore Wealth Management’s Mainsail Equity Model participants, not investment advice.
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A Romantic Chart for Valentine’s Day
The January 21st blog post discussed the Mainsail Equity Model’s strategic deployment of cash reserves to buy Apple shares during a dip. A 10.9% gain was realized after selling those shares on Valentine’s Day to prepare for future opportunities in a choppy market.
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February Has a Behavioral Pattern
Historical data suggests that the second half of February typically experiences a market downturn, especially in post-election years. Investors are encouraged to view this period as an opportunity to strengthen their skills and buy strategically. With a long-term focus on growth, negative trends can be reframed positively.
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Anything Could Happen
The author discusses Tesla’s current stock valuation, suggesting it’s overvalued with limited upside potential in the short term. Concerns are raised about the impact of CEO Elon Musk’s political involvement and the influence of retail investors from online forums. The author indicates a willingness to buy Tesla shares if they become reasonably priced, emphasizing a…
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It’s Game Time
Nintendo plans to launch the Switch 2 in April 2025, following the success of the original Switch, which sold 146 million units. Despite recent sales challenges, the company’s strong operating margin and a history of increased revenue with new consoles present a temporary investment opportunity for Northshore Wealth Management’s Mainsail Equity Model.
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Northshore Philosophy
The author shares their investment philosophy as a contrarian thinker, emphasizing the importance of quality over quantity in client relationships. By serving only 50 clients, they can offer personalized attention and efficient portfolio management. The advisor believes a successful financial advisor should also be a seasoned investor, prioritizing client success over the need for numerous…
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Opportunities Abound
The market’s reaction to a new Chinese AI company is deemed temporary, with volatility presenting investment opportunities. The Mainsail Equity Model aims to leverage price drops in selected stocks, anticipating strong earnings reports. The S&P 500 is projected to gain 14% by 2025. The focus remains on American investments for regulatory safety.
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Volatility Creates Opportunity
The Mainsail Equity Model at Northshore Wealth Management focuses on increasing its position in Apple due to current market conditions. While some investors are well-suited for market risk, others may not be. It is advised to consult a financial advisor for personal strategies. For Mainsail clients, volatility enhances opportunities.
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You Get Out What You Put In
Personal growth is essential for health and happiness at any age, especially through learning modern technology. Embracing challenging tasks strengthens brain health and self-confidence. Key tools include YouTube for tutorials, Adobe Scan for document management, DocuSign for electronic signatures, Venmo for secure payments, and Uber for convenient travel.
Northshore Wealth Management 