FluffyCrayon

Investor. Engineer. PMP. Math & Finance Nerd. Retired.

[FluffyCrayon @fluffycray0n]

Think back to Feb 2020 ... Something is awry. Hope it's a false alarm.

[FluffyCrayon @fluffycray0n]

typo: 3 years later.

[FluffyCrayon @fluffycray0n]

Been off socials for a while. Hope everyone is well.🥰

Thought I'd share #BabyGirlsPortfolio some 2 years later ... as a result of capital recycling and being fully invested.

If only my primary portfolio behaved as well ...lol 😃

I got lucky.🙏

[FluffyCrayon @fluffycray0n]

Fluffy's Experiment:

Let's do an experiment to check which works better for small amounts of capital. Concentration vs Diversification.

Will use my child's account and use value investing principles from Lynch, Lu and Buffett.

Horizon: 12 months.

#EasyEquities #Experiment

[FluffyCrayon @fluffycray0n]

@Mercedarians Thanks for sharing. Well done to her and you.

[FluffyCrayon @fluffycray0n]

@NotReallyBudFox As God is my witness. It happened. Much more than I said.... Or want to say as it is a sensitive topic.

[FluffyCrayon @fluffycray0n]

A pretty young blonde girl, my daughter's age, walks up to me & with a gentle hug says in Afrikaans "Oom, Do you remember me? Thank you, so much."

I was perplexed & didn't recognise her.

A story of the confluence of luck, kindness and generosity.

Cont...

[FluffyCrayon @fluffycray0n]

Full disclosure: the same Mum that encouraged me to retire... Also booted me back to go do consultancy work... Because I was becoming a pain in the butt at home....🤣

[FluffyCrayon @fluffycray0n]

3 years ago in hand-wrote my resignation letter from my Exec position at one of SA's largest industrial conglomerates.

I prayed on it and left it literally in the bottom drawer. I was scared to follow a still small voice beckoning me to spend more time with my family.

[FluffyCrayon @fluffycray0n]

Wouldn't have made it without the help of my beautiful wife, tbh. My cheerleader and friend.

Cherish the good wife that we have. They are a blessing.

[FluffyCrayon @fluffycray0n]

@FrancoisJonker1 At the Spar , she recounted my words...it was so touching.

"Make everything around you beautiful and that shall be your life!" ❤️

[FluffyCrayon @fluffycray0n]

@FrancoisJonker1 I imagined that that young girl was raised in a "racist" environment... She acknowledged this.

Her eyes were opened to the fact that all people have the potential to be kind....

Not sure if this makes sense?

[FluffyCrayon @fluffycray0n]

@FrancoisJonker1 I don't understand the huh! comment ☺️

[FluffyCrayon @fluffycray0n]

@Mercedarians What caused that step change in 2021, if I may ask. I'm betting Sasol...cos that is what happened to me

[FluffyCrayon @fluffycray0n]

I have NDAs coming out through my ears.

Always loved Commercial Law... It's great having to use it in this new season of my life.

Use your special gifts, which may be dormant for decades.❤️

[FluffyCrayon @fluffycray0n]

@Mercedarians True that.

[FluffyCrayon @fluffycray0n]

Kindness, friends makes life beautiful.

[FluffyCrayon @fluffycray0n]

Not about being a vet.

Her mindset changed...

Especially about relationships and how she views people who are a different skin colour to herself. Introduced me to her partner... They make for a lovely ebony and ivory...

My starfish.