"The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our own." – Warren Buffett
In this post, I will discuss how and what I am doing in one of my actively managed investment accounts (“the Fund Fund”).
As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.
Continue reading “Fun Fund: Q2 2023”Don’t call it a (modest) comeback! My stash went up a little bit in the last quarter of 2022. It is time for my personal finance and investing journal update. Let’s update the State of my Stash…
ReadQ1 2022 Update
This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the first quarter of 2022 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 tracking more closely than my other investments) are located on this page.
Read onWelcome back! I am going to blast out a few paragraphs about a recent podcast concerning Scotts Miracle-Gro.
Continue reading “Stream of Consciousnesses # 2: Miracle-Gro My Portfolio”Welcome back! I am going to try out a new “series” of posts where I just convey sort of an unformatted “stream of consciousness” about what I’m reading, listening to, or thinking. These posts can hopefully serve as sort of notes or observations for future discussion or reference.
I will stick these on a separate page for ease reference. With this format I won’t feel like I have to try and organize and polish, which can be kind of a drag when your day job is mostly drafting various sorts of formal documents
Commence StreamThis 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.
Continue reading “Fun Fund Update: Q4 2020”This post is about the performance of my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the recently ended second quarter of 2020 and share some thoughts on a few positions.
Continue reading “Fun Fund: Q2 2020 Update”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).
Continue reading “Buying the BBB and a New Toy for Me”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.
Continue reading “I Hit the BRIX. Now What?”I own Coty (“COTY”) and Avon (“AVP”). In the interest of transparency, please note that I am currently long and quite wrong on both.
I have posted about Coty before. I have been planning to post a brief thesis summary and update to document my thought process (or lack thereof). Then, a few weeks ago, I came across a video of a very famous (and very articulate) professional investor essentially summarizing my thoughts on these two positions for me. Continue reading “Bill Miller Explains Why I Own Coty and Avon”
