Tag: investing journal

State of the Stash – January 2021

It is time for my monthly personal finance and investing journal update. Let us examine the State of my Stash…

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Fun Fund Update: Q4 2020

This is the end of quarter and end of 2020 update to my active stock picking account investing journal.

This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the recently ended fourth quarter and calendar year 2020 and share some thoughts on a few positions.

As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am messing around with) are located on this page.

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State of the Stash – November

Hello people! It has been a minute. If you missed my mediocre content, I’m sorry. I’ve been buried with work (and 2020). But I’m back baby (just like value stonks and Bitcoin)! Let’s go ahead and crack the seal, on the monthly update to my personal finance and investing journal.

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State of the Stash – August

It is time for another update to my monthly personal finance journal. The stock market continued to rally strongly in August. While my portfolio did not keep up with the stock market, my balances continued (modestly) to increase.

Read Along

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?

I Hit the BRIX. Now What?

As I recently shared, I sold my Brixmor (BRIX) position. In this post, I am going to discuss what I am doing with some of the proceeds.

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