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January, 2019: 24
Disclaimer - IMPORTANT - Read this first!
| Investor's Journal is a diary focused strictly on investments and personal finance issues, primarily from a contrarian and retiree point of view. Follow along with an average guy's failures and successes as he learns, by trial and error, the fine art of value investing. |
1/24/19-Since the prior entry (12/31/18), there has been one sale (INFY) and one buy (VHT) among our basic 25 holdings. Accordingly, at present they are: AEG; AYX; BRK/B; BRX; CAH; GILD; GM; HMC; LYB; MCK; NHC; OLP; RIO; SLB; SNY; SQ; T; TTD; TWLO; USB; VHT; VIOO; VOD; WPP; and ZS.
As of close of trading yesterday, my wife's and my liquid holdings stood at $1,352,227, up $46,142, or 3.53%, from their level on 12/31/18.
Total dividends are on track to achieve our yearly target for 2019 of $42,562. The intention continues to be to assure 2.00% or greater yield on our assets and at least 13.5% annual increases in liquid asset dividends.
Since the end of 2018, net total assets have increased 2.87%, or $46,352, to $1,661,127.
Our allocation goals call for equities at 66.67% and bond plus money market (or equivalent) reserves at 33.33% of total liquid assets. The equity portion of our holdings remains, as was the case at the end of 2018, below this preferred level. Nonetheless, we are only gradually increasing them with new buys, mindful that, just as was true then, several factors are weighing on the markets, and this situation may persist for at least several more weeks or months.
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Neither I nor Investor's Journal will be responsible for losses by anyone who obtained ideas from this site.
This diary is intended for personal interest and general information only. You are advised to do your own research (as well as to consult highly compensated professionals) before spending money on anything.
I know of no reason anyone should take my financial musings seriously. At best I am a dedicated amateur providing a bit of investment-related insight and entertainment, at worst an amusing diversion.
My wife, Fran, and I may at times own shares of some of the assets mentioned here. But neither of us receive any benefit from reference to them, unless you count the mutual misery when we get it wrong, or the opportunity to gloat when we get it right.