Tag Archives: markets

Semi Annual Exercise EOY 2018

Posted on December 31, 2018 by Tom Trimbath

From me (slightly edited from previous posts); “Decades ago (was it really that long?), I started following Peter Lynch’s example by regularly seeing if I could describe each of my investments simply. The idea was that, if an investor can’t … Continue reading →

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Semi Annual Exercise Mid 2017

Posted on June 30, 2017 by Tom Trimbath

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 →

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Semi Annual Exercise EOY 2016

Posted on December 31, 2016 by Tom Trimbath

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 →

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Semi Annual Exercise Mid 2016

Posted on June 30, 2016 by Tom Trimbath

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 →

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Things To Look Forward To In 2015

Posted on December 28, 2014 by Tom Trimbath

2014 was better than 2013. 2015 has to be better than 2014. While that may be a personal wish, it is also a global one because some things continued to get worse in some topics while good news came in … Continue reading →

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Semi Annual Exercise Mid 2014

Posted on June 30, 2014 by Tom Trimbath

An encouraging characteristic of good habits, rituals, and regular exercises is that their descriptions and rationales don’t change. Welcome to my semi-annual review of my stocks, and an introduction that hasn’t changed much so copy and paste helps me balance … Continue reading →

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Semi Annual Exercise EOY 2013

Posted on December 31, 2013 by Tom Trimbath

Back by popular demand, but mostly because I do this anyway, it’s my semi-annual review of my stocks. For over a decade I’ve ended every June and December with a simple exercise: in a few sentences, well, maybe a few … Continue reading →

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