State of the Stash – June

It is time for another update to my personal finance journal. Tracking my net worth and savings is important to help me to stay motivated and on track. I hope it is also interesting for you to follow along on my (long) journey. This month I continued to save, but Mr. Market did most of the work growing my portfolio!

Read Along

State of the Stash – April

Time for the monthly update to my savings/investment balances. Things bounced back a bit this month, as one might expect in the strongest monthly rally since ~1987.

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State of the Stash – March

Oooof! Time to take my medicine and update my investment balances. Click here to behold the raging chemical fire that my dirty financial laundry has become (just kidding it’s not THAT bad).

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The Terrible, Horrible, No Good, Very Bad Quarter

Time for a quick update on the “Fun Fund” for the first quarter of 2020. As a reminder, this is just a Roth IRA where I am planning to track my active investments/performance. As you may be able to infer from the title of this post, this quarter could have gone better.

Schadenfreude?

State of the Stash – February

Hold my corona! It is time for the airing of my personal financial laundry. Let’s see what the corona virus and related market action has done to my portfolio.

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Berkshire Annual Meeting – Musk Nervous Breakdown Edition

The Berkshire Annual Meeting was on Cinco de Mayo.  If you were too busy with Margaritas and/or Mint Juleps, you can watch the recording here.  Yahoo will also slice and dice it into audio only podcasts here (it is also available through other apps and has 2017 up right now).

I’m sure the meeting will be more ably dissected elsewhere.   I did, however, want to quickly make a few observations and stick a pin in a company/industry to look at more closely in the future.

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Netflix, Disney, and Even Stranger Things

In case you were too busy “Netflix and chilling” to notice, Netflix’s (“NFLX”) market cap is essentially equal (Barron’s $) to that of Disney (“DIS”).   NFLX is spending about $3.1 billion more dollars per year than it is able to bring in (“burn”).  DIS is gushing about $10 billion net cash per annum after all of its investments and all of the money that Scrooge McDuck uses to wipe his tail feathers.  I have seen stranger things…but probably not since the year 2000. Continue reading “Netflix, Disney, and Even Stranger Things”

Foreign Value Factor ETFs Update

Back on November 24, 2017, I published a post entitled Best Foreign Value Factor ETFs. In that post, I looked at several options and attempted to compare and contrast them on the road to picking one for purchase.  Since we just finished up the first quarter of 2018, I though I would take a look at the performance of these options since the prior post. Continue reading “Foreign Value Factor ETFs Update”