Peter Kang

I spent a cloudy Saturday afternoon analyzing the stocks in my various brokerage accounts and decided to emerge with a clearer idea of my investment approach moving forward along with some “spring cleaning” to-dos that will consolidate my portfolio. A Bit of a Mess The best way to view my portfolio was to use Personal Capital (disclosure: referral link), which pulls in all my portfolio info from across all my investment accounts, and open up the […]

I’ve had more stock trading action in 2020 alone than all the years leading up to it combined. It’s been a compressed period of learning and making mistakes. I thought it would be a good use of time to reflect on this year’s moves and ways to be a better investor in the future. Primary Catalyst The main reason I engaged in such high volume of trading activity was the sale of our condo back in […]

Some of the companies doing well in the public markets these days are the very businesses whose software we use at Barrel. What if, instead of just paying these companies for their software, we had invested that same amount into their stock? What would that be worth in today’s dollars? Ground Rules For this experiment, I pegged the “investment date” to the day we started paying for the software. For companies that were not listed […]

I bought some single stocks this year for my personal portfolio. I’ve decided to revisit these purchases and make note of my thought process so I can do a better job the next time I decide to buy single stocks. Side note: when it comes to investing in public markets, I mostly stick with automated monthly purchases of index funds. I split some into a couple of no-fee funds from Fidelity, FZROX and FNILX. I’ll […]