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February, 2019: 1 26
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. |
2/1/19-Since the prior entry (1/24/19), there have been no sales or buys among our basic 25 holdings. They therefore remain: 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 the close of trading yesterday (1/31), my wife's and my liquid holdings stood at $1,369,522, up $17,295, or 1.28%, from their level on 1/24/19.
Total dividends remain on track to achieve our yearly target for 2019 of $42,562. The plan is to keep a 2.00% or greater yield on our assets with at least a 13.5% annual increase in liquid asset dividends.
Since the end of 2018, net total assets have increased 3.95%, or $63,717, to $1,661,127.
Two-thirds of our portfolio liquid assets are to be in equities, the rest in bond or money market assets. Lately our total of stocks or stock mutual funds is below this intended level. However, new bargain-priced equity shares are being added regularly. For example, in the past few days an additional purchase was made in VIOO. BRK/B and T were also bought while down in December.
2/26/19-Since the prior entry (2/1/19), shares of SQ were sold and OKTA shares were bought for our basic 25 holdings. They are therefore now as follows: AEG; AYX; BRK/B; BRX; CAH; GILD; GM; HMC; LYB; MCK; NHC; OKTA; OLP; RIO; SLB; SNY; T; TTD; TWLO; USB; VHT; VIOO; VOD; WPP; and ZS.
As of this morning, my wife's and my liquid holdings stood at $1,394,696, up $25,174, or 1.84%, from their level on 2/1/19.
As noted before, total dividends remain on track to achieve our yearly target for 2019 of $42,562. The plan is to keep a 2.00% or greater yield on our assets with at least a 13.5% annual increase in liquid asset dividends.
Since the end of 2018, net total assets have increased 5.52%, or $89,171, to $1,703,946.
We continue to allocate our portfolio conservatively.
Disclaimer and Disclosure Statement
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.