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How is this newsletter different?
If you are a long term investor and parent like me, you have multiple things competing for your time and attention. You would like to manage your personal finances effectively while investing smartly to build wealth and fund your life’s goals.
This newsletter attempts to cut through the fin-twit and fin-media noise to give you the straight story, share my market and macro signals, describe my simple yet effective approaches to personal finance and investing and draw you into a conversation through which we can all learn.
P.S. Scroll down for reader reviews and testimonials…
I strive to keep my writing brief, actionable and to the point so that you can digest it in a few minutes. I don't write reams or long white papers that glaze your eyes over. I don't just report the numbers without putting context behind them. As an ex-Fortune 5 executive, I have worked hard to improve how I communicate. My #1 goal is to increase your understanding.
Recent returns:
2025: See here.
2024: +71%, 2023: +88%, 2022: -21%, 2021: +68%, 2020: +44%
Roadmap to the beach
I strongly recommend that you read the posts on this roadmap to my substack. It will give you a good overview of what to expect from my writings, how I approach investing and personal finance as well as more details behind my due diligence and stock analysis methods.
What you can expect
Free subscribers
As a free subscriber, you will receive occasional posts about investing, markets and portfolio management.
Paid subscribers
Paid subscribers receive much, much more....
Many more actionable posts about investing, markets and portfolio management
EXCLUSIVE access to Beachman's SWAT (Sleep well and tight) portfolio of stock and ETF picks with higher growth potential supported by secular catalysts and tailwinds.
Stock charts with preferred BUY & TRIM price points, BUY, SELL, OVERBOUGHT & OVERSOLD signals.
Beachman’s 3D scores (Fundamentals, Growth, Valuation) for about 50 stocks on his watchlist, including comparisons with past quarters so that you can pick your favorites, analyze trends etc.
Access to a dedicated paid-subscribers-only, real-time chat. This is where you can find Beachman during market hours. He uses this space to provide timely, intra-day market updates and alert subscribers on all his buys, sells and trims.
Regular updates on the top market signals that you need to know as an investor (macro indicators, market data, key events, economic reports etc.)…AND…the context and key takeaway for each of these developments.
And last but not the least, access to all Beachman's writings on this substack - paid and free content, recent and archived posts. You can find all his publications on his substack website here or in the Substack app here.
Beachman's website
There are three sections on the substack website:
HowTos - Beachman's frameworks, methods and processes for investing, personal financial management and early retirement.
Markets - Beachman’s commentary on market health conditions, recent economic developments, key macro indicators and global financial data.
Portfolio - Beachman’s best SWAT picks, latest research and new investing ideas.
Who am I and why do I do this?
I am a retired Fortune 5 executive who loves investing, mathematics, physics and, of course, beaches. This substack will likely develop into a personal finance journal of sorts and I hope over time my kids can benefit from it as they enter adulthood.
So join me on my way to the shore, where the sun is shining, the sand is soft and the water is warm…
Reader testimonials
Since starting this substack, our readership has grown by the thousands and positive feedback continues to pour in. Here is just a small sampling of recent reader reviews.
What this newsletter is not…
I am not a financial advisor and this newsletter is for educational purposes only. I cannot give you personal finance or investing advice of any kind. Please do your own research and make your own finance and investing decisions.
I try to stay apolitical in my writings, however I sometimes combat misinformation when it is harmful to the community.
Not receiving my emails?
If you subscribe to this newsletter, every new edition goes directly to your inbox. If you are not receiving the emails, please check your SPAM folder and your Substack profile settings. If you are using Gmail, please also check the Promotions tab - if you find my emails there, simply move them to your inbox so that Gmail remembers to do this automatically for you in the future.
How to get the most out of Beachman’s substack?
Again, here is a roadmap, including the posts that you might want to read first.
Where else can you find Beachman (other than the beach, of course)?
For Beachman’s other portfolio, check out Beachman’s Salty Trades.
On the daily, you can find Beachman in four places…
Beachman’s Substack chat line here
Beachman’s Substack feed here
Beachman’s X feed here
Beachman’s Threads feed here
Please check out the must-reads listed on the About page and the Roadmap page.
