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Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2026. (Here is April 2022, January 2024, January 2025). Asset Location Like many people, by necessity we have our investments in multiple places due to past employers, HSAs, and different types of taxable accounts. Taxable … Continue reading Our Current Portfolio and Recent Returns as of January 2026
Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2025. (Here is April 2022 and January 2024). Asset Location Like many people, by necessity we have our investments in multiple places due to past employers, HSAs, and different types of taxable accounts. Taxable Investments: … Continue reading Our Current Portfolio and Recent Returns
Last April I shared our portfolio and some of the different ways we look at it. I thought it might be nice to update it each January. That previous post has a bit more descriptive verbiage, so refer back to it if you need to. Asset Location Like many people, by necessity we have our … Continue reading Our Current Portfolio and Recent Returns
A while back I read How I Invest My Money, a fairly short book that is comprised of 25 financial "experts" describing how they invest their money. It was interesting to see the different perspectives and rationales, so I thought it might be helpful (to somebody?) if I shared my1 portfolio. I look at our … Continue reading What’s In My Portfolio?
Fisch Financial 