The Terrible, Horrible, No Good, Very Bad Quarter

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?

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”

Is 2019 Berkshire Too Big to Win?

I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.

Read On

State of the Stash – February 2019

It is time, yet again, for the monthly airing of my private financial laundry.  My goal is that by maintaining a journal of my savings, I will provide enhanced motivation to save.  It will also serve as a record, so that I can look back and analyze.  Continue reading “State of the Stash – February 2019”

The State of the Stash – January 2019

It is time, yet again, for the monthly airing of my private financial laundry (I am actually a few weeks late on this one).  My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends.  It will also serve as a record, so that I can look back and analyze.  Continue reading “The State of the Stash – January 2019”

December 2018 Savings Update

Happy New Year!  It is time, yet again, for the monthly airing of my private financial laundry.  My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends.  It will also serve as a record, so that I can look back and analyze.  Continue reading “December 2018 Savings Update”

November 2018 Savings Update

It is time, yet again, for the monthly airing of my private financial laundry.  My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends.  It will also serve as a record, so that I can look back and analyze.  Continue reading “November 2018 Savings Update”

October 2018 Update

It is time, yet again, for the monthly airing of my private financial laundry.  My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends.  It will also serve as a record, so that I can look back and analyze.  Continue reading “October 2018 Update”

Gone 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…”