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Can you explain why you own what you own? That’s the basis behind my semi-annual portfolio review. Can I describe why I own my stocks and what I intend to do with them? After a few years, it also helps … Continue reading
Guess what broke the other morning as I got into the shower. So much for water coming out of the little holes in the shower head. The water decided to spray out from a crack in the hose behind it. … Continue reading
Thank you, Peter Lynch for inspiring this exercise. For at least twelve years, I’ve regularly reviewed my investments through this one simple exercise. Every six months, I describe the companies I’m invested in, and their stocks (somewhat) succinctly. Peter Lynch … Continue reading
As a closure to my purchase of the various incarnations of GIG, I decided to analyze the many purchases and subsequent sale of the shares that became part of a final sale. Analyzing successes is easy. Being willing to analyze … Continue reading
And there goes another great idea. I’ve heard that every good thing must come to an end. GIG, the stock for the company called GigPeak which was GigOptix which I owned because it merged with Lumera which was spun off … Continue reading
Why rewrite an intro that is as true now as it was six months ago, which implies a lack of progress. So it goes. So it went. If it’s in italics, it’s a copy and paste from June 30th, and … Continue reading
This topic has come up often enough that I guess folks aren’t reading my book (Dream. Invest. Live.) Actually aside from the sales pitch, there’s a particular aspect of one seemingly simple measure of a company that repeatedly enters conversations; … Continue reading
It’s really only a little thing, this thing I did. Today I bought a little bit of one stock, GIG, the stock for the company GigPeak. Small actions can be big events when they signal a turn. I don’t know … Continue reading
No need to rush. Wait long enough and dilemmas become clearer, or at least decisions become easier. Last year, I had a dilemma. In the last twelve months, I did little about it except pay attention. While my dilemma was … Continue reading
Welcome to my semi-annual portfolio review, a bit of due diligence that is easier when the portfolio is growing, and an exercise in openly assessing the situation when the stocks are sinking. Personal finance is easy when everything works. The … Continue reading