Four Year Update
I recently completed my fourth year of doing this. I’ve learned a ton. I tried to compile it all here:
4 Years Of Being A Super Nerd About Investing!
Yes, it is 20 pages… No, you won’t read it… PS – I’ll share it anyway. PPS – I can still be fun at parties despite being a super nerd. If you’d rather download a PDF to read this you can do that here: Part 1 – 4 Years In… “Don’t tell me what you…
Three Year Update
I recently completed third year of all this. The top things I learned (or relearned) about investing over the past 3 years! What I’ve learned that matters (and doesn’t) and what I’m doing now.
What I’ve Learned (Or Relearned) About Investing Over The Past 3 Years!
Deanco Investment “Group” Update – October 2020 (Month 36) There is no investment group, it is just me and my money. I’m just a normal guy who has a full-time job that is not in the field of investing (right now). However, I do have a finance degree and co-founded a fintech investment performance reporting…
Two Year Update
I recently completed two years of all this. The top things I learned (or relearned) about investing over the past 2 years! What I’ve learned that matters (and doesn’t) and what I’m doing now.
The Top Things I Learned (Or Relearned) About Investing Over The Past 2 Years!
For this post as a PDF download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Man! October was a busy month! Then it bled right over into…
Original Mission
I created my “investment group” to keep track of my thoughts on investing.
Creating Deanco Investment Group
Preston, my oldest son, recently (in late 2017) got interested in investing and wanted to learn about it. I warned him it was really hard, really time-consuming and almost always a losing game to try to beat the “market”. I told my son if you want to invest in individual stocks (rather than just buy…
Investing Related Posts
2022 Investment Review
HERE IS A PDF FOR EASIER READING 2022 Investment Review Did Deano survive or get wiped out?!? With my 2022 Investment Review, I explore: What A Crazy Year This year has been a wild one. This one table explains it all. US Stocks ($VTI) DOWN, Int’l Stocks ($VEU) DOWN, Bonds ($AGG) DOWN, Commodities ($BCI) UP,…
Is Hyperinflation Coming? – Preston Pysh
The link I’m sharing in this post is a Bitcoin video podcast. Ignore that (for now). The interview is essential for everyone to understand (not just us Bitcoiners) what is happening in our economy. The guest being interviewed is Preston Pysh (my hero). I’ve listened to him for years (literally for 100s of hours). He…
Why Do We Need Inflation?
Hmmm…. If the currency that your wealth is stored in is being debased by inflation how does that help you?Who decides what the inflation/debasement rate is?How do they benefit from this decision?Why does the currency have to be debased at all? If you are not thinking about this topic and its impact on you…I think…
2021 Returns
2021 Returns Deano 28%My Blended Benchmark 25%US Stocks ($VTI) 26%Int’l Stocks ($VEU) 8%Commodities ($BCI) 26%Bonds ($AGG) -2%Bitcoin 60% My portfolio was positioned well to capitalize on assets/prices going up and to the right with speed. Central bankers are jaw-boning about tapering. That is a bunch of hogwash. They are going to keep doing what they…
Do I Want To Invest In Other Crypto Assets Besides Bitcoin?
I’m a ‘kinda/sorta’ Bitcoin maxi who recently dedicated some time trying to take an objective look at alternative crypto assets. This is what I came up with. If you’d rather download a PDF you can here: My Current Status I’ve invested a good deal of money in Bitcoin over the years. I’ve spent a great…
I’m THE Preston Pysh Fanboy
I got to meet my investing idol and one of the nicest guys around, Preston Pysh. I was in full fanboy mode (but also tried to remain cool). “Be cool Joey…be cool!” My son (also Preston) went with me to Peter McCormack’s “What Bitcoin Did” live podcast episode in Nashville (with guest Preston Pysh and…
RANT Alert – Houses Aren’t Investments
I found myself repeating a rant of many days past during my recent squirrel war saga. A house is not an investment. I will die on this hill! I’m thankful for much in my life…including having a home to live in. Regardless, that doesn’t stop me from STRONGLY disliking my home…A…LOT!!! Since selling our house…
Talking Financial Plans
I did a live stream where I talked through all this as well. It is here: Mid-Year Financial Plan Update (July 2021) I usually update my financial plan twice each year. During my mid-year update (this one), I usually take extra time to assess where I’ve been over the past year (and if I’m still…
Bitcoin – Do I Still Want To Own It?
I’ve owned Bitcoin for a while. If you’d like to read about how I came to initially own Bitcoin that is here: https://deanorolls.com/2019/12/27/bitcoin-btc/ It has become a substantial part of my investment portfolio. I’ve done a good deal of research on it over the years (substantially more since I began owning it). I like…
Investment Update – January 2021
I regularly share my investment portfolio, individual investments, and performance (good or bad). This is my January 2021 update (39 months of tracking it). Follow me on Twitter where I ponder investing daily. The charts I go over in this video are there also (in my pinned tweet): https://twitter.com/deanoroll5
Deanco Investment “Group” Update – November 2020 (Month 37)
Portfolio Thoughts Uncomfortably Long – In early 2018 I decided it was time to “derisk” my portfolio a bit. I felt like stocks had rocked and rolled a bit too much. By mid-2018 I had raised a substantial bond position, built a new commodity position, and had decreased my stock exposure greatly. As I’ve been…
I’m Uncomfortably Long Assets!
A person I follow on Twitter recently noted that he was ‘irresponsibly long’ Bitcoin. This concept stuck with me because it reminded me of how I currently feel about my investment portfolio. I do not believe I am irresponsibly long anything but I definitely feel like I am uncomfortably long everything. I believe that the…
Winners and Losers!
Deanco Investment “Group” Update – July 2020 (Month 33) There is no group, it is just me and my money. I’m just a guy with a regular day job who likes keeping close tabs on his investing. Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my July…
10 Bags And Coffee Cans!
Deanco Investment “Group” Update – June 2020 (Month 32) There is no group, it is just me and my money. I’m just a guy with a regular day job who likes keeping close tabs on his investing. Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my June…
Keep On Truckin’!
Every six months I do a personal finance update. I update a complex spreadsheet that has a bunch of historical charts. I’ve kept track of a ton of financial statistics/ratios since we began married life back in 1995. Every six months I sit down, update it, digest it, and chart my course corrections (if any…
Moving Money Out Of The System!!!
Deanco Investment “Group” Update – May 2020 (Month 31) There is no group, it is just me and my money. I’m just a guy with a regular day job who likes keeping close tabs on his investing. Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my May…
Listen To People Smarter Than Yourself!
“You will be the same person in five years as you are today except for the people you meet and the books you read.” – Charlie Tremendous Jones These days it is as easy as ever to access smart people. I figure if I seek them out maybe (or is it hopefully) they’ll rub off…
Assets Frozen!!!
Deanco Investment “Group” Update – April 2020 (Month 30) There is no group, it is just me and my money. Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my April 2020 update (30 months of tracking it). Transactions This Month NA Thinking: Frozen! I didn’t do anything…
I Guess I Am Not An Alpha Male?!?
Deanco Investment “Group” Update – March 2020 (Month 29) There is no group, it is just me and my money. Each month I’m sharing my investment portfolio, individual investments, and performance (good or bad). This is my March 2020 update (29 months of tracking it). Performance That was an ugly month…for everyone! To tell you…
Deanco Investment “Group” Update – February 2020 (Month 28)
For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on this: Holy Crap what a month!!! That is…
Deanco Investment “Group” Update – January 2020 (Month 27)
For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on three things: Moving towards the new strategy where…
Deanco Investment “Group” Update – December 2019 (Month 26)
For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been working on implementing an updated strategy that I feel more…
In Investing You Win Some And Lose Some!
2019 Portfolio Review! 2019 wasn’t great (from an investing standpoint) but there were some bright spots (and the future looks pretty good). I quickly run through my positions and discuss this year’s wins and losses. $BIIB $MO $PM #gold #silver $MU $TIVO $PRU $M $FCAU $HA $ARLP $TUSK $VIAC $TX $KRO #stocks
Why I Bought Some Bitcoin! HODL?!? I Guess?!?
I’ve been watching Bitcoin/crypto/blockchain from the sidelines for a few years. I’ve set up an exchange account, downloaded wallets, downloaded the blockchain onto my computer, and studied about it off and on for a few years. I’ve never pulled the trigger on actually buying any of it, however. I’m careful to use the word ‘buy…
Deanco Investment “Group” Update – November 2019 (Month 25)
For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Month In Review I’ve been doing this for over 2 years now and have been…
My Scary Investments!
Deanco Investment “Group” Update – October 2019 (Month 24) For full update download this ^^^ PDF. My individual positions (and all kind of additional information about each of them) can be found here: https://deanorolls.com/investing/my-current-portfolio/ I’d love to talk about investing with you. Link up with me on Twitter https://twitter.com/joeydean72 Month In Review SCARY! We entered…
Fidelity Sector ETFs
Asset Class: Stocks (US) Original Investment Thesis (11/2019): I started using these in my portfolio in late 2019 after much thought (see write up below). I continue to move towards the new strategy where I weight my stock portfolio to match the 25-year average weighting of the S&P 500 sector weightings. I’m making this transition…
I’m As Cold As Ice (not in a good way) With My Investing Right Now!
Deanco Investment “Group” Update – September 2019 (Month 23) For full update download this ^^^ PDF. Month In Review I’m cold as ice right now! I go over what that means and how I’ve resized several positions to live to fight another day! My individual positions (and all kind of additional information about each of…
Altria Group Inc. (MO) and Philip Morris International (PM)
Asset Class: US Stock / International Stock (Sector: Consumer Staples / Industry: Tobacco) Original Investment Thesis (9/2019): I have been looking for a Consumer Staple company to add to my holdings. The tobacco industry has been underperforming recently and is very attractive from a valuation perspective due to a great deal of recent bad news.…
Vanguard Total World Stock (VT)
Asset Class: US Stocks / International Stocks (Sector: All / Industry: All) Original Investment Thesis (8/2019): If I want to hold stocks and can’t find individual stocks that I consider good enough to have as an individual position I want to own all stocks as cheaply and with as much tax efficiency as possible. The…
Biogen (BIIB)
Asset Class: US Stock (Sector: Health Care / Industry: Biotechnology) Original Investment Thesis (1/2019): Biogen is a biotech that focuses on neurosciences with a particular focus right now around MS-related diseases and moving quickly into spinal muscular atrophy diseases. Longer-term they are focused on developing/expanding other areas related to neuroscience. These are the diseases that…
SPDR Portfolio Developed World ex-US ETF (SPDW)
The SPDR ETF replaced my original position of Vanguard Total International (VTPSX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Developed ex-US) Original Investment Thesis (1/2019): This is less about a particular call that international equities are a buy right now than it is the best investment option I have in a particular…
SPDR Portfolio Emerging Markets ETF (SPEM)
The SPDR ETF replaced my original position of Vanguard Emerging Markets (VEMIX). Same investment thesis, better investment vehicle. Asset Class: International Stocks (Emerging Markets) Original Investment Thesis (1/2019): I made this investment at the same time I purchased VTPSX for all the same reasons. The reason I decided to go half emerging markets (which is…
Ternium SA (TX)
Asset Class: International Stock (Sector: Materials / Industry: Metals & Mining) Original Investment Thesis (8/2018): Cyclical investing! There were tons of steel companies in my various screening tools. When I was deciding I wanted to buy a steel company (due to attractive valuations) my only thoughts on this were ‘what if we are near the…
Fiat Chrysler Automobiles NV (FCAU)
Asset Class: International Stock (Sector: Consumer Discretionary / Industry: Automobiles) Original Investment Thesis (8/2018): This is a cyclical company with low debt and a management that has been focused on unlocking shareholder value. I like everything they have done over the past few years to clean up the financials and seemingly get lean and mean…
Prudential Financial Inc (PRU)
Asset Class: US Stock (Sector: Financials / Industry: Insurance) Original Investment Thesis (7/2018): Insurance companies were abundant in my screening tools and I looked at several before settling on this company. My biggest issue (or is it opportunity) is why a company that uses the Rock of Gibraltar for advertising doesn’t use The Rock (movie…
Kronos Worldwide Inc (KRO)
Asset Class: US Stock (Sector: Materials / Industry: Chemicals) Original Investment Thesis (7/2018): Cyclical Investing! More fun with cyclical companies! KRO makes/sells titanium dioxide. The top 6 competitors account for 66% of the market and KRO has 9% of the market. Their largest competitor has 18%. No customer has more than 10% of KRO’s sales…
Mammoth Energy Services Inc (TUSK)
Asset Class: US Stock (Sector: Energy / Industry: Energy Equipment & Services) Original Investment Thesis (7/2018): This is a cyclical company in the oil services industry. They have been growing organically…without taking on substantial debt. They are in multiple lines of business and multiple geographic locations. The 2016 letter said they survived the past two…
Physical Gold and Silver
Asset Class: Commodities (Precious Metals) Original Investment Thesis (7/2018): I will likely keep a precious metal allocation in my portfolio from here on out. I’ve never owned precious metals in my life until mid-2018. I’ve heard all the great investors talk about how it is nothing but a pet rock, has no yield, therefore, it…
Schwab Short Term US Treasury ETF (SCHO)
Asset Class: Bond (Short Term / 1-3 Year Treasuries) Original Investment Thesis (6/2018): I’m holding a bond position in lieu of stocks right now for a variety of reasons. The biggest reason I’m allocating to bonds versus just parking the money in the VT ETF is because I’m doing what you are not ever supposed…
Micron Technology (MU)
Asset Class: US Stock (Sector: Information Technology / Industry: Semiconductors & Semiconductor Equipment) Original Investment Thesis (2/2018): Cyclical company with almost no debt in an industry that is known to be boom-bust. My bet is there will be way more boom than bust (over the long term). I like everything they’ve done since the ‘08…
Aberdeen Bloomberg Commodity Index ETF (BCI)
Asset Class: Commodities (Broad Basket Index) Original Investment Thesis (2/2018): I believe commodities are cheap relative to stocks (and other financial assets). They are cheap on a variety of measures and have performed horribly over the past decade. Hardly anyone owns them and no one talks about them. Perfect! I am a stock guy and…
Xperi Holding Corp (XPER)
Formerly TiVo Corp (TIVO) (merged in 2020) Asset Class: US Stock (Sector: Information Technology / Industry: Software) Original Investment Thesis (12/2017): When I bought this company’s stock, I liked several things about it. They are a product of an acquisition of TIVO (by ROVI…then keeping the TIVO name). This was in late 2016—valued TIVO at…
Macy’s Inc. (M)
Asset Class: US Stock (Sector: Consumer Discretionary / Industry: Multiline Retail) Original Investment Thesis (12/2017): Retailpocalypse! Amazon is evidently going to put every company on earth out of business. Somehow, I doubt that happens! I don’t think Macy’s is going out of business…ever. Macy’s has been around since the 1800s and in my opinion, Macy’s…
Alliance Resource Partners LP (ARLP)
Asset Class: US Stock (Sector: Energy / Industry: Oil, Gas & Consumable Fuels) Original Investment Thesis (11/2017): Cyclical investing!!! This investment has a lot of strangeness that I needed to figure out in order to get comfortable owning it (besides being a coal company). It was the first coal MLP formed in 1999 (originally started…
Hawaiian Holdings Inc (HA)
Asset Class: US Stock (Sector: Industrials / Industry: Airlines) Original Investment Thesis (11/2017): I always loved Warren Buffett’s quote (from back in 2007) about how someone should have shot down Orville Wright on that first flight in order to save investors in airline stocks a ton of capital over the decades. That said I think…
ViacomCBS Inc (VIAC)
Formerly Viacom Inc (VIAB). Merged with CBS Corp in 2020. Asset Class: US Stock (Sector: Communication Services / Industry: Entertainment) Original Investment Thesis (11/2017): Basically, my entire investment thesis in life is if you can own Spongebob Square Pants…do that! I remember one time when my tv provider was fighting with Viacom about pricing and…
DeanoRolls (@deanoroll5) 