Looking back at a shameful year of investing

My first six months at Morningstar have involved a lot of self-reflection.

I have written about how I have traded far too often. About how I initially struggled to stay invested for the long-term because I didn’t have a cash savings buffer. About my oversight of a key criteria put in place by Warren Buffett. All of those articles pale in comparison to this one.

I say that because researching this one physically pained me. Those sitting close enough to my desk in our Sydney office would have heard a small groan as every fresh data point revealed itself. I never thought that looking back at 2021 would be so hard.

Digging up the past

I thought it might be interesting to look at a full calendar year of activity in my brokerage account and see…

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