Here at FIRE The Family, I primarily discuss index fund investing because the majority of our investments are still and will continue to be in Vanguard Index Funds. I continue to believe that to be the most passive and prudent way for the average person/family to achieve financial independence.
However, I have been a committed student of value investing for the past decade. I enjoy investing in individual stocks far more than any other financial practice I’ve participated in. I’m excited to start sharing my experience with you.
In Q1 of 2020, I set aside $4,000 of discretionary funds specifically to begin tracking and sharing it here on firethefamily.com. I’m happy to disclose that my return for 2020 was 31% and hope that 2021 is just as successful.
Why I Started With $4k
It’s money I’m okay with risking
I don’t want to disclose my primary positions to friends/family/public
I wanted a clean launching off point for tracking purposes
I will be allocating additional funds to this endeavor in 2021. While 12 months is not a good time frame to judge one’s performance, it’s a start. As long as I am able to achieve above-market returns, I plan to continue allocating capital to it.
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Past Realized Performance
2021 YTD: 14%
These are my holdings current as of 3/9/2021
VRTX: 9 Shares @ $234.86
KGC: 200 Shares @ $7.45
TRIT: 227 Shares @ $8.64
GRBK: 25 Shares @ $20.47
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