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

Greg is Able

Is it too late to write down (type up?) some of my observations from the Berkshire annual meeting? It has only been about a week, but it seems like it has been analyzed to death (probably because of the lack of other usual distractions). Well I have a kid and real job, so I am just now getting to put together a (short) post on some of my observations, including the fact that Buffett pretty much laid out the Berkshire succession plan (for now) in about as much detail as I can recall.

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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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My Fun Fund and The Great Cessation

This is going to be a quick Fun Fund investment journal update to document my thoughts (and actions), so that I can hopefully reflect and improve over time (and, perhaps more likely, for our mutual future amusement).

I sold some stocks in my Fun Fund account last Friday, as a matter of portfolio management. If I am totally honest, however, I am also expressing a view about the overall market. The timing of “trimming” these positions was influenced by my view of the current risks and rewards on offer in the equity market.

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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?

Buying the BBB and a New Toy for Me

Wow, it feels like a lot has happened in the two weeks since my last post. The markets have sold off almost another (20%) after the ~(8%) decline in February. In this post I will briefly chronicle how I am thinking about reacting to the corona pandemic and the impact it is having on financial markets and the economy. I also found a new fantastic investing resource that I wanted to share, so you will have the chance to use it during this period of challenge (and opportunity).

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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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