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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
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
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
Tonight there’s a full moon. Lately, every day has felt like a full moon, unexpected, uncertain, uncomfortable times as a world redefines itself. That’s what’s been happening in my life for the last several years. I’m getting very practiced at … Continue reading
Real Goods is up over 100% in the last five days. That’s Real Goods as in the stock, RGSE, for the company Real Goods Solar, Inc. That’s not for real goods as in really good things, well, maybe but that’s … 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
Another half a year, another dive into my portfolio to see how things are going. I actually check more often; but I have a semi-annual exercise schedule for my portfolio (and lately it feels like my physical exercise schedule, too). … Continue reading
It is time for my regular exercise and I am already sweating. That has much to do with the house being at 80F during one of the hottest and driest Junes for Seattle. Yes, we do get sunshine, and it … Continue reading
Pardon me as I pour a spiced martini in preparation for parsing a press release from MicroVision. Yes. Believe it or not, MicroVision had news today. The last time I pulled apart a MicroVision press release it was to prove … Continue reading