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.
State of the Stash – Total Net Worth 2022
In my most recent post, I updated my investment account balances as of December 31, 2022. In this post, I’m going to take a crack at estimating my total net worth.
Continue reading “State of the Stash – Total Net Worth 2022”State of the Stash: Q4 2022
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…
ReadFun Fund: Q4 2022
This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the second half of 2022.
Continue reading “Fun Fund: Q4 2022”State of the Stash: Q3 2022
I didn’t hear no bell! It is (past) time for my (depressing) personal finance and investing journal update. Let’s update the State of my Stash…
Continue reading “State of the Stash: Q3 2022”State of the Stash: Q2 2022
Apparently, I forgot to do my Stash update for Q1 2022. Oh well, it would have been depressing anyway. Time moves more slowly in a bear market so it’s ok.
It is (past) time for my personal finance and investing journal update. Let’s update the State of my Stash…
Continue reading “State of the Stash: Q2 2022”Fun Fund: Q2 2022
This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the second quarter of 2022.
Continue reading “Fun Fund: Q2 2022”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 onStream 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.
Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”Stream of Consciousnesses # 2: Miracle-Gro My Portfolio
Welcome 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”