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May 2021 Review
More beatings, a crypto confession, and why I am deleveraging early
May 29, 2021
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Adventuresinfi
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May 2021 Review
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March and Q1 2021 Review
Well, the portfolio beatdown finally happened - what did you learn?
Apr 2, 2021
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Adventuresinfi
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March and Q1 2021 Review
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August 2021 Review
Recharged and refreshed, I'm ready to be rid of my remaining loan
Sep 1, 2021
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Adventuresinfi
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August 2021 Review
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April 2021 Review
The beautiful struggle...
May 1, 2021
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Adventuresinfi
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April 2021 Review
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June and Q2 2021 Portfolio Review
Back again, and why I don't mind too much that my stock portfolio is flat YTD.
Jun 30, 2021
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Adventuresinfi
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June and Q2 2021 Portfolio Review
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February 2021 Review
Stocks go down faster than they go up
Feb 28, 2021
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Adventuresinfi
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February 2021 Review
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February 2022
Transitions are tricky, and time consuming
Mar 1, 2022
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Adventuresinfi
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February 2022
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November 2021 Portfolio Review
Raising the quality bar and an appreciation of the value of conviction
Dec 1, 2021
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Adventuresinfi
4
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November 2021 Portfolio Review
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End of January 2021 - moving to quarterly portfolio performance reviews
and a little SPAC experimentation
Jan 31, 2021
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Adventuresinfi
1
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End of January 2021 - moving to quarterly portfolio performance reviews
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December Q4 and 2021 Year in Review
I paid off my loan, underperformed the indices, and learned a lot
Jan 4, 2022
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Adventuresinfi
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December Q4 and 2021 Year in Review
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Be willing to look stupid but don't do stupid things
You can't be normal and expect abnormal returns
Jan 21, 2021
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Adventuresinfi
4
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Be willing to look stupid but don't do stupid things
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September and Q3 2021 Review
Drawdown pain is back and might get worse, but the loan is gone - I'm ok with that
Oct 3, 2021
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Adventuresinfi
3
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September and Q3 2021 Review
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