There is something about acquiring shares of a certain company that most people around my age have no clue about because they don't care to, to be frank, which means there is more slice of pie for the balance sheet of the private investment fund. I was talking with a friend today who moved to... Continue Reading →
Balancing Budgets, Building Bonds, Financial Stability, and Fall Traditions
Fall season is approaching, and I am feeling at home once more as I pull out the fall decorations and Halloween decor over time. This year, I decided on throwing a Halloween party for my teenager and his tutor who has become a close family friend to the both of us. Every year I get... Continue Reading →
My Investment Strategy Over the Past 4 Years – What I’ve Learned and Applied
Dividend investing was the initial strategy I chose to go with, with a concentrated focus on blue chip stocks. Think well-known names like Coca-Cola, Hershey, Disney, Shell, Starbucks, and Simon Property Group. It wasn't until 2021/2022 that I focused on adding some growth to my strategy and bought some ETFs like QQQM, FINX, SPTM, and... Continue Reading →
Contributing $5 Daily to My Private Investment Fund Through the Remainder of 2024
If you've read a few of my blog posts, you'll know that I am minimalistic with the things I own. In December 2022, I came up with the idea to invest $5 daily for Christmas instead of buying things I didn't want. If you've ever seen the movie Christmas with the Kranks, that was pretty... Continue Reading →
Inflation Changed My Behavior for the Better – The Cost of Filtered Water vs Bottled Water
Inflation, has changed my behavior when it comes to purchasing goods, such as bottled water. Not only is bottled water bad for the environment, due to the excess of plastic but it has become expensive to keep up with. My household goes through four cases a month at $5.28 per case, which is $253.44 annually.... Continue Reading →
How Reading the Book The Compound Effect Changed My Life
In a world where everything is rushed and we treat time as our enemy, I had found myself utterly drowning in the toxic hustle culture narrative. It wasn’t until I was mentally exhausted to the point that I couldn’t write another single blog post, another Kindle Direct Publishing eBook, or a piece of website content... Continue Reading →
Peanut Butter Sandwiches and Profits: Exploring Stocks, Dividends, and the J.M. Smucker Company
Peanut butter sandwiches are becoming the foundation of the investment fund as I allocate more capital towards it to reach my year-end goal of $1,000 AUM. This has led me to read about the J.M Smucker Company and their tight grip on Jiffy. Growing up we were never a Skippy house or a Peter Pan... Continue Reading →
Market Timing vs. Strategy: Investing Beyond Nvidia Speculation and Choosing the Long Game
Over the course of the last year, we have seen tech companies dominate returns, especially with Nvidia driving the force of returns for investors. This has caused many investors and spectators to abandon their ships and try to climb aboard the full-speed-ahead Nvidia ship. This story isn't new, and Nvidia isn't the first siren call... Continue Reading →
Investment Fund Reaches $500 AUM Halfway to Year-End Goal
My private investment fund now has $500aum, which is halfway to the goal of $1,000 by the end of the year. I'm also happy to say that I now have an official name for it, though I won't be divulging it here just yet. It's new, and I don't have ownership of the name yet,... Continue Reading →
Successfully Completed Summer Quarter 2024: Looking Forward to a Month of Personal Projects and Investing
Okay, I m not sure where to start as it’s always hard to get back onto a project like this where I left off for a while because things got busy with school. I finished my classes yesterday, took my last final around 4:00 p.m., and finished it up. Truth be told, I did not... Continue Reading →
