Portfolio Updates

Merry Christmas everyone! It's been a tumultuous year for me as I've moved from San Diego, CA to Fort Worth, TX. Why would I do such a thing? Not because home prices in FW are about half of what they are in San Diego (although that's nice too). It's all for the love of a good woman. The transition has been fairly smooth, and all is calm, all is bright this Christmas Morning, … [Read more...] about XMAS Update 2019

Oh, hi! As the holidays approach, take a break to laugh at my misfortune. The good news is the Magic Formula Portfolio makes up only a small part of my overall portfolio, which is still mainly Vanguard Index Funds and individual stocks that pay dividends. Those investments have done well. The bad news is that this "Magic Formula Experience", which was supposed to make me rich, … [Read more...] about Portfolio Update 10/29/2019

Hello, wow the year is half over and it's time for another depressing Magic Portfolio update. This morning the SPY was trading at around 296.68, meaning that if I would have just invested in the S&P 500 Index at the beginning of my Magic Formula Odyssey nearly two and a half years ago I would have earned over 28% on my investment. Instead, I've lost 16%. Here is my current … [Read more...] about Portfolio Update 7/1/2019