Home
Previous
Next
February, 2020: 12
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.


2/12/20-Since the prior entry (1/20/20), there has been a shift in our basic 25 holdings (with several assets sold and others purchased) in order to give more emphasis to higher dividend assets which in my view have good quality and value, hopefully making it easier to achieve our year-end total dividend target of $48,309.

The new basic holdings then are: AAPL; AYX; CMI; COUP; CRWD; DDOG; FE; FTNT; GM; HFC; INTC; LRCX; MU; OFC; OKTA; QQQ; RCII; RSP; SCHD; UMPQ; USB; VHT; VIOO; WFC; and WRK.

Portfolio dividends are on target to achieve our goal for 12/31/20. Investments are bought and sold so as to assure a 13.5% or greater annual increase in liquid asset dividends (calculated from the latest, 12/31/18, base amount of $37,500).

As of the close of trading today, our liquid assets had a market value of $1,638,951, up $21,817 or 1.35% since the previous posting.

Net total assets (including real estate and all other holdings) have increased 1.37%, or $26,101, from their 12/31/19 level and are now $1,951,431.

We continue to keep liquid assets at roughly 10% reserves, 23% bond assets, and 67% stocks, exchange traded equity funds, or stock mutual funds. The majority of these equities are in our basic 25 holdings cited above.

Disclaimer and Disclosure Statement
Much as I'd love it to be otherwise, I receive no payment of any kind for disseminating investment information unless, by some fluke, millions of folks, on the strength of these entries, start buying shares of stock I own, a possibility only slightly less likely than our being destroyed by a large meteorite. Do not follow any suggestions made in Investor's Journal as if I were a professional.

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.

Back to Top

Home | Previous | Next