State of the Stash: 2023 Savings Goals – Coast FI?


If you are new to my blog, or this series of “State of the Stash” posts, I am tracking my liquid savings/marketable investments. These posts are sort of a finance and investing journal, so I can look back and see what I was thinking and (hopefully) how I achieved certain financial and savings goals. The primary benefit for me is to have a “forcing function” to make me drill down and see what’s going on. If you’re more interested in electronically chatting about investments, these posts are probably not of interest to you.

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Fun Fund: Q1 2022

Q1 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 on

Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

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