Coastwise Capital Group

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Coastwise Capital Group, LLC is an independent money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide.

The Power of Boring“It takes 20 years to become an overnight success.”When I was 11, I set a goal of becoming a world ch...
06/18/2026

The Power of Boring

“It takes 20 years to become an overnight success.”

When I was 11, I set a goal of becoming a world champion sailor. Nine years later I was at the top of the podium - and a ‘star’ - albeit within the small world of sailing. Suddenly, I was in demand by journalists wanting to interview me, parents wanting me to coach their kids, etc.

What occurred during that 9-year period from being an unknown junior sailor to a world champion in the spotlight?

A lot of very boring, unglamorous, basic work. Hours upon hours of solo sailing practicing the same things over and over. Simple routines repeated endlessly. That is what it took to become a world champion.

So, how does this apply to investing?

Click the link below to read the full article and for more investment (and life!) insights.

“It takes 20 years to become an overnight success.” When I was 11, I set a goal of becoming a world champion sailor. Nine years later I was at the top of the podium - and a ‘star’ - albeit within the small world of sailing. Suddenly, I...

Diamonds Are Forever The great Warren Buffett has been quoted as saying his favorite holding period for stocks is foreve...
05/20/2026

Diamonds Are Forever

The great Warren Buffett has been quoted as saying his favorite holding period for stocks is forever. However, even the investor who is known as the quintessential ‘buy and hold’ shareholder is surprisingly active when it comes to his stock portfolio. Large investors like Buffett are often required to file SEC form 13F which discloses many of their recent buys and sells. Just on their latest 13F alone, Berkshire disclosed transactions in multiple stocks including GOOG, DAL, M, NYT, CVX (selling nearly 46 million shares or almost their entire position), V (total exit), MC (total exit), AMZN (total exit), UNH (total exit), DPZ (total exit), STZ (total exit), BAC, NUE, and many others. And that was just for a 90-day period!

So, if even Mr. Buy and Hold himself regularly liquidates stock, what criteria should an investor be considering when it comes to selling?

Click the link below to read the full article and for more investment (and life!) insights.

The great Warren Buffett has been quoted as saying his favorite holding period for stocks is forever. However, even the investor who is known as the quintessential ‘buy and hold’ shareholder is surprisingly active when it comes to his...

This Time Is Not Different“This time is different….”  Known to many as the four most dangerous words in investing.During...
04/29/2026

This Time Is Not Different

“This time is different….” Known to many as the four most dangerous words in investing.

During the dot com bubble of the late 1990s, these words were uttered by those justifying nose-bleed valuations for companies worth billions on paper but with no revenue (not no profits, no actual sales). The thinking was, ‘eyeballs are all that matter – it’s different this time.’

Of course, it was not different that time, and eventually the companies without real revenue and profits saw their stock prices plummet, and, in many cases, the firms went belly up.

A similar situation happened during the S**C debacle of the early 2020s...

Click the link below to read the full article and for more investment (and life!) insights.

https://www.coastwisegroup.com/blog/this-time-is-not-different

Address

7777 Fay Avenue, Suite G5
La Jolla, CA
92037

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18584546670

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