This is an update of my personal portfolio for the third quarter and YtD. To say the market has been cooperative since the poorly-received "Liberation Day" blanket tariffs would be the mother of all understatements. It wasn't hard – just be long, nearly anything!

This article is an update of my personal portfolio at the end of 1H2025 (June 30, 2025). To say it was a volatile quarter is the mother of all understatements. Fortunately, I came out OK thanks to the fact that investors – especially in the bond market – provided guardrails for the nutty economic policies of Mr Trump. I saw the train wreck coming, but I failed to anticipate the shockingly fast recovery. You can read the gory details in this article.

The first quarter was actually quite decent for me, although the start to April has been horrible since there is nowhere to hide.

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates

The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

This article discusses the rationale for establishing retirement savings, the sooner the better. Corp plans are especially attractive.

This is the first of FINANCE 101 topics, a series of articles re the basics of personal investing and financial management.