David Fagan - Buzzberg

Date	Ticker	Direction	Thesis	Source
Jan 31, 2026	SHORT-TERM GOVERNMENT BONDS	LONG	10% allocation to stabilize behavior and facilitate rebalancing (buy low/sell high).	We Study Billionaires Why Simple Investing Wins w/ David Fagan (TIP...
Jan 31, 2026	ACTIVE MANAGEMENT / HIGH FEE FUNDS	AVOID	90-98% underperformance rates against the index; turnover costs reduce returns by up to 2% annually.	We Study Billionaires Why Simple Investing Wins w/ David Fagan (TIP...
Jan 31, 2026	TSX	LONG	Part of a diversified index strategy for Canadian investors to capture domestic market growth.	We Study Billionaires Why Simple Investing Wins w/ David Fagan (TIP...
Jan 31, 2026	S&P 500	LONG	Captures the 4% of stocks that generate all market wealth; 90% of managers fail to beat it.	We Study Billionaires Why Simple Investing Wins w/ David Fagan (TIP...