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
2022 Posts
2021 Posts
Fun Fund Q3 2021: The Trident of Destiny
Fun Fund Q2 2021: Behavioral Benefits of a “Never Sell” Approach?
2020 Posts
The Terrible, Horrible, No Good, Very Bad Quarter (Q1 2020: The First Update)
2019 Posts
Errors and Omissions: Apple and Coty
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
Coty update, WeWork Concerns for Office REITs
Merger Monday Comes to My Portfolio
ConAgra Brands and Pinnacle Foods
Greenlight Re and Brighthouse Financial
ConAgra Brands Earnings Update
Retail REITs: Apocalypse or opportunity?