"The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our own." – Warren Buffett
Hello CorpRaider Readers,
Welcome back to another installment of the Fun Fund series, where I discuss an actively managed portion of my investment portfolio. In this post I will update some positions and discuss the performance in the first half of 2025.
Continue reading “The Fun Fund: Q2 2025”As discussed on my Fear and Greed Portfolios page, I allocate a portion of my assets to a strategy that applies a trend following rule when risk assets are expensive.
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One way I think about this strategy is by separating market environments in four quadrants based on valuation and momentum. Here is a visual representation:
Continue reading “Fear and Greed Visualized”Hello!
Here we are, already at the halfway point of 2025, and it’s time for another update on my personal finance and investing journal.
Continue reading “State of the Stash – Mid-Year 2025”Hello! It has been a minute. I really appreciate all of the readers who keep coming by my site even though I’ve been dormant of late. I’ve had a lot going on with family and work commitments. I am hoping to post more regularly now as my youngest is getting a bit more independent.
I have continued to track my investment performance and growth of my accounts. In this post, I will attempt to update my estimated total net worth as of the end of 2024.
Continue reading “State of the Stash – Year End 2024”It is time for my personal finance and investing journal update. Let’s update the State of my Stash.
If you are new to my blog, or this series of posts, I am tracking my liquid savings/marketable investments. These posts are sort of a finance and investing journal, so I can look back and see what I was thinking and (hopefully) how I achieved certain financial and savings goals. The primary benefit for me is to have a “forcing function” to make me drill down and see what’s going on.
Continue reading “The State of the Stash: Q2 2024”This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the fourth quarter of 2023. I will also take a look at the last five years.
As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.
Continue reading “Fun Fund: Q4 2023”In this post, I will discuss what I am doing in one of my actively managed investment accounts (“the Fund Fund”).
As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.
Continue reading “Fun Fund Update: Q3 2023”It is time for my personal finance and investing journal update. Let’s update the State of my Stash.
If you are new to my blog, or this series of posts, I am tracking my liquid savings/marketable investments. These posts are sort of a finance and investing journal, so I can look back and see what I was thinking and (hopefully) how I achieved certain financial and savings goals. The primary benefit for me is to have a “forcing function” to make me drill down and see what’s going on.
Continue reading “State of the Stash: Q2 2023”In this post, I will discuss how and what I am doing in one of my actively managed investment accounts (“the Fund Fund”).
As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.
Continue reading “Fun Fund: Q2 2023”Hello! This post is going to share a quick update on my Fun Fund for the first quarter of 2023.
As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.
Continue reading “Fun Fund Update: Q1 2023”