Tag Archives: NeoPhotonics

Semi Annual Exercise Mid 2021

As I note at the start of my stock synopses; “INTRO Here’s my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. … Continue reading

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MicroVision MVIS Valuation Shift

As I’ve told others on social media and discussion boards; “I didn’t expect to have to update my MVIS model so soon. In it I played with (and it really isn’t much more analytical than ‘play’);…” (Valuing MVIS Looking Back … Continue reading

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Semi Annual Exercise EOY 2020

While the wide world and my private world were in turmoil, something unexpectedly positive happened in 2020. In the last six months since my mid-year semi-annual portfolio review and exercise my portfolio rose by a factor of 2.7. Since the … Continue reading

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Semi Annual Exercise Mid 2019

From my 2018 end of year portfolio review: “Within the next six months I won’t be surprised to hear good news from: Asterias (under its new ownership of BTX) as their treatment for damaged nerves progresses, Geron as it makes … Continue reading

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Trade Wars Ugh

Trade wars. For many people they are abstract news items, reasons to cheer or complain. They’re real, and sail past my house and cruise through my portfolio. Global news can affect personal finances, even if isn’t your job that’s affected. … Continue reading

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Semi Annual Exercise EOY 2018

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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Sigh And Bye Asterias

Rats. It happened again. A corporation agreed with me. A company with great potential and an undervalued stock can be a great investment. In the case of Asterias, that meant BioTime is buying the entire company. Yet again, one of … Continue reading

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Semi Annual Exercise EOY 2017

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

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Semi Annual Exercise Mid 2017

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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