This year, I started my private investment fund with the goal of it becoming a serious fund over the next decade. When I first started, I had $0 AUM (assets under management) outside of personal household accounts. The first funds I sent were $53 into VOO because I was still researching quality businesses that I... Continue Reading →
Merry Christmas, Readers
I spent the day at home with the teenager, watching him unwrap presents from family and friends and delight in the joy of sewing new firefighter patches onto a jacket. He has always had an interest in custom clothing. I slept in a little bit before then and woke up to one of my neighbors... Continue Reading →
43 Shares of Coca-Cola Now Sit on the Household Accounts
I sent $50 at the beginning of the month into our $KO position, which now has 43 shares, accumulating one additional share each year through dividend reinvestment. This has been the most rewarding position to date, extending beyond financial benefit. As I’ve mentioned numerous times on this site, Coca-Cola was the first company we invested... Continue Reading →
Why We’re Saying Goodbye to Walmart in 2025
For 2025, I have a goal in mind. One that I am not sure will work in the long run, but one I want to attempt for reasons that are personal to me and my household. That is, for 2025, I plan on not shopping at Walmart for the year and instead focusing on shopping at... Continue Reading →
Why Christmas Means Saving and Investing in Our Household
Today, after enjoying Thanksgiving food, I did some online shopping for our own version of Black Friday and Christmas shopping. I sent $15 to the emergency fund, bought a share of Kenvue for $25, sent $6 into the Nike position, $50 into our Coca-Cola position, and then spent $156.90 on the replica jacket of Squad... Continue Reading →
A Chinese Fortune Cookie Lesson
The teen wanted Chinese takeout tonight and we got everything we wanted with no hesitation. It was what we both needed after a long month. Most of you that follow the blog know that I routinely eat at home because it is the most cost effective way to save money in our household, but tonight... Continue Reading →
Battening Down the Hatches while Preparing for the Next Four Years
It's 12:06 am, and I finally sit down to write this while watching ABC's 9-1-1. I am not sure where to start except to say that we decided to batten down the hatches on our household like we did in 2020. Ever since the election, we have noticed a shift in our household, and we... Continue Reading →
Building a Future, No Matter Who’s in Office
I know it has been a while. School has kept me busy and away from this blog. This is the first week I’ve been able to have a few days to myself in a row. I can't help but wonder if my professors knew this election was going to be terrible for a lot of... Continue Reading →
Creating Halloween Memories in Our One-Bedroom Apartment
A couple of posts back I mentioned that the teen was going to have a Halloween party. I want to share that here as it was the first time I went all out and allowed him to put whatever he wanted into the cart to decorate our small one-bedroom apartment. This was the result. The... Continue Reading →
Getting Set for My Last Fall Quarter at Community College
It's Tuesday, and fall quarter is right around the corner. Next Monday, I will be getting up at 9:30 to catch the 10:15 am bus once more, with a full schedule of classes waiting for me. It's funny how when summer quarter ended, I was both eager for the break and eager for classes to... Continue Reading →
