The Fun Fund

Read along in horror (or bemusement) as I blow up my Roth IRA!

This is the page where I will chronicle posts I make about active investment decisions for one of my accounts: The Fun Fund. I started monitoring the performance and decisions for this account with the first quarter of 2020, but I have also linked to a number of prior relevant active investing posts on this page. Some of these positions were kind of in the “legacy” portfolio for the account.

Hopefully, tracking this account and these posts will be entertaining for you and educational for me. I will start off by organizing these as sort of a timeline.

Annual PErformance (Extremely unaudited)

2024 – 9.84%

2023 – 22.12%

2022 – (24.14%)

2021 – 25.75%

2020 – (11.72%)

2019 – 77.92%

CAGR – 12.85% (2019 – 2023)

2023 Posts

Fun Fund: Q4 2023

Fun Fund: Q3 2023

Fun Fund: Q2 2023

Fun Fund: Q1 2023

2022 Posts

Fun Fund: Q4 2022

Fun Fund Q2 2022

Fun Fund Q1 2022

2021 Posts

Fun Fund Q4 2021

Fun Fund Q3 2021: The Trident of Destiny

Fun Fund Q2 2021: Behavioral Benefits of a “Never Sell” Approach?

Fun Fund Q1 2021 Update

2020 Posts

Fun Fund Q4 2020 Update

Fun Fund: Q3 2020 Update

Fun Fund: Q2 2020 Update

The Terrible, Horrible, No Good, Very Bad Quarter (Q1 2020: The First Update)

I Hit the Brix. Now What?

2019 Posts

Time to Hit the Brix?

Errors and Omissions: Apple and Coty

Avon Gets a Brazilian

Bill Miller Explains Why I Own Coty and Avon

Previous Random Stock Posts

Einhorn v. Buffett: A Great and the GOAT on AAPL

Retail REITs, Mission Accomplished?

ConAgra, Frozen Foods & Pinnacle Acquisition

Campbell’s, Soup to…Nuts?

Coty update, WeWork Concerns for Office REITs

Merger Monday Comes to My Portfolio

Bed Bath and an Abomination?

ConAgra Brands and Pinnacle Foods

Greenlight Re and Brighthouse Financial

ConAgra Brands Earnings Update

Retail REITs: Apocalypse or opportunity?

Is Berkshire too Big to Succeed?

ConAgra Update

I’m Just Saying…Coty