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 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

Future Contributions

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

  • 2020: 31%

  • 2021 YTD: 14%

Current Holdings

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

Cash: 28%

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