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 AlongTag: valuation
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 AlongState 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.
Continue reading “State of the Stash – April”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”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).
Continue reading “State of the Stash – March”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).
Continue reading “Buying the BBB and a New Toy for Me”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.
Continue reading “State of the Stash – February”State of the Stash – April
It is time, yet again, for the monthly airing of my private financial laundry. Mostly thanks to Mr. Market, I enjoyed a pretty nice increase this month.
OnwardGone to Cash…
The equity markets have been more turbulent of late. As I type, most markets outside the U.S. are around 20% off their highs and the U.S. markets are in a ~10% drawdown. Today, the NASDAQ is off more than 3%, apparently based on earnings reports from Amazon and Alphabet which were not well received. I am dropping a quick note during this market turbulence to update on a “tactical” move I made in one of my accounts. I went to cash… Continue reading “Gone to Cash…”
Weekly Media Pin – Grantham on Graham
Time for the weekly finance media pin. Sorry that I have not been active posting lately, but I told you I might be falling into the web of WEB, and I have done just that. But I’ve also been consuming podcasts, videos, newspaper articles, and other finance related media. Continue reading “Weekly Media Pin – Grantham on Graham”