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.
Continue reading “Greg is Able”Tag: great cessation
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.
Continue reading “My Fun Fund and The Great Cessation”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?