The Coffee Can Investor

The Coffee Can Investor

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performance

Real returns is all we need to stay the course
With market throwing tantrums, fell blessed with what you get
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Coffee Can Investor
Refining the Coffee Can Portfolio: More Conviction, Less Noise
Exiting Australia, Doubling Down on China, and Strengthening the Core
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Coffee Can Investor
From Spreadsheets to Dataframes: Fixing Portfolio Analysis
My journey from clunky Google Sheets to pandas-powered clarity in managing CCP's underperformance
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Coffee Can Investor
Is Your Pension Working Hard Enough?
Why default funds might be holding you back—and what you can do about it
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Coffee Can Investor
NVDA, China & Performance Update (Q2'24)
I continue to be backing the wrong horses in the short term
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Coffee Can Investor
Performance & Valuation Update (Q1'24)
Good quarter, but same dogs persist
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Coffee Can Investor
Learnings from Equity based Decumulation
Systematic Withdrawal Plan (SWP) works well
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Coffee Can Investor
1
Performance & Valuation Update (Q4'23)
Good quarter, but some dogs persist
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Coffee Can Investor
Inflation, Performance & Valuation (Q3'23)
Inflation is a tough beast to beat
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Coffee Can Investor
Performance & Valuation Update (Q2'2023)
Breakdown of returns paints interesting picture
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Coffee Can Investor
Calculating Portfolio Returns and Snapshot Performance Review
Getting your comparison Apples to Apples and placing them in context is vital
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Coffee Can Investor
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