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February, 2021: 8
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. |
2/8/21-Since the prior entry (1/10/21), the following were sold: BL; CTRE; and DOCU. These were purchased: FLGT; NARI; and RIO. The basic 25 holdings are as follows: ASML; AWF; BHK; CRWD; DDOG; DHT; FLGT; NARI; NAVI; NET; PFE; PKBK; PYPL; RDFN; RIO; SNOW; STAA; UPWK; VBR; VIOO; VOO; VTV; VZ; XLE; and ZG.
We are on track toward total portfolio dividends of at least $54,000 in 2021.
Since 1/10/21, liquid assets are up $79,611 or 4.14% and now total $2,000,432.
Net assets of all types (including real estate and all other holdings) are up 6.52% or $141,797 from their level on 12/31/20.
As noted in the just prior entry, am continuing to rebalance when equities exceed two-thirds of liquid assets. Thanks to a major bull market since the lows last spring, this has meant a persistent rise in reserves and bond assets. They now are worth $665,108 and represent 33.25% of the portfolio.
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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.