Tag Archives: NPTN

Semi Annual Exercise EOY 2020

Posted on December 31, 2020 by Tom Trimbath

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 2020

Posted on June 30, 2020 by Tom Trimbath

Semi Annual Exercise Mid 2020 Six months ago, who thought the world would look like this? (Let me check my notes. Nope. I was reading about but didn’t start writing about the pandemic until February 2020.) Six months from now, … Continue reading →

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Semi Annual Exercise EOY 2019

Posted on December 31, 2019 by Tom Trimbath

Sigh. The too common refrain. Companies making progress in a rising market, but their stocks languish from too little good news, delays, or damaging tweets outside their control.  This is my regular exercise to understand what I own, why I … Continue reading →

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Semi Annual Exercise Mid 2019

Posted on June 30, 2019 by Tom Trimbath

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

Posted on May 17, 2019 by Tom Trimbath

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

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 2018

Posted on June 30, 2018 by Tom Trimbath

Silly habits that we get ourselves into. They can be so hard to give up. 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. … Continue reading →

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My Real Goods Is Gone

Posted on May 3, 2017 by Tom Trimbath

Solar power is becoming so popular that it is helping send coal into a downward financial spiral. An industry that disruptive and successful sounds like a good investment. That’s what I thought. Today, I sold my shares, oops, share, of … Continue reading →

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Returning To Stock Screening

Posted on February 21, 2017 by Tom Trimbath

This blog is about the personal finance of one frugal folk, me. I write it so people can see one version of what it’s like to invest in stocks as an individual. Investing in particular stocks frightens some people, as … Continue reading →

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