Monthly Archives: January 2023

Forecast-ed air temp for my cabin on Thursday. Feb. 2nd -2° F. Hi -40° F. Lo That’s not wind chill. Who’s with me. Let’s go! JXN is just killing it! Up 27% YTD. I now have a 7.5% allocation, but … Continue reading →

Last day of January today. Sorry to see it end. If I get the same results in February, I may sell it all, buy Krugerrands and just bury them in the backyard for 10 months. You guys don’t know where … Continue reading →

Just a quick update. Got back from the White Mountains this afternoon. First my top 15 holdings: Ticker Allocation Cumulative JXN 11.6% 11.6% ASLE 6.5% 18.1% ARGO 5.9% 24.1% NXDT 5.9% 29.9% EGY 5.5% 35.4% RGA 5.3% 40.8% AMPY 5.1% … Continue reading →

Wow, what a month. Up 2.58% for last week and now up over 11% for the year. Oh if only I could keep up this pace for the whole year?? Probably way too much risk. Beating all the US indexes … Continue reading →

Having a really good January. Haven’t had this good of a month since last May or June 2022 where I was up over 11%+. I’m now threatening +10% and couldn’t be happier. Don’t want to jinx it but I’m really … Continue reading →

Watched Chris DeMuth’s podcast last night where he discussed his best ideas for 2023. AMPY, SPB, RIOV and his best new idea VATE. Beyond the fact that Chris is not a great presenter, I’m a little disappointed in the market’s … Continue reading →

Chris DeMuth gave a podcast discussing his best ideas for 2023 last night and will repeat the podcasts on Wednesday and Thursday. In addition, Chris plans to publicly release the identity of his “best new idea” on Seeking Alpha at … Continue reading →

I have a larger CD maturing on 1-30. Need to figure out whether I should roll it or add to my current names. I’m inclined to add to some high divi Darren picks like BXSL and CSWC?? Board is open.

Well, with all my computer trouble, I kind of lost track of the week. Thought I might be down a little but turns out, I was actually up 1.38% for the week and now up 8.22% for the year. A … Continue reading →

Well, I rebuilt as much as I could. I lost a lot of transactional data (though if I really wanted it I could dig into my Fidelity and Merrill statements). But I think I do have the macro data (in … Continue reading →