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?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 – January 2020
It is time for my personal finance journal update. The first one of the new decade!
Read MoreI 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.
Continue reading “I Hit the BRIX. Now What?”Berkshire’s Cash Horde
Earlier today, YouTube served me a video of an interesting presentation by Greg Warren, the Morningstar analyst who covers Berkshire Hathaway (“BRK”). Greg said something that I had been thinking about and inspired me to get my thoughts down. So, rather than write about any of the topics I had planned, I am going to share a few thoughts on Berkshire Hathaway’s cash horde and Greg Warren’s: Five Reasons to Consider Buying Berkshire Hathaway.
My 2020 Goals
I think setting some 2020 goals down in electrons will be valuable. For me, it will hopefully cause some reflection as I set the goals and create some accountability by publishing them on the blog. I hope it will also inspire us all to approach 2020 with some intention and a “growth mentality.”
Continue reading “My 2020 Goals”
State of the Stash – 2019 Year End Total Net Worth
In my most recent post, I updated my end of 2019 savings/investments tracking journal. In this post, I’m going to take a crack at estimating my total net worth.
Continue reading “State of the Stash – 2019 Year End Total Net Worth”
State of the Stash – December 2019
Happy New Year! It is time for my personal finance journal update. I am just going to update savings/invested assets in this post and will work on another post updating total net worth and doing an annual review over the next several days. It takes a little bit longer to estimate my total net worth as I’ve got some real estate and deferred compensation to value.
Read MoreTime to Hit the Brix?
I wanted to publish a quick post to serve as both a portfolio update and State of the Stash update for the month of November. TLDR version: I sold out of a position and spent a ton of $$$ on one of our dogs (totally worth it).
Continue reading “Time to Hit the Brix?”