3/10/17- There have been no changes in our basic 25 holdings since the last entry. Accordingly, they remain as follows: ALKS; AVT; BEN; BRK/B; ETN; GBX; GG; INFY; LB; MCK; MTRN; NE; RDS/B; RGLD; RICK; RL; RS; SLW; SSRI; T; TEVA; TOT; TREX; TRN; and UVV.
Since the prior entry, our liquid assets have fallen $627 or 0.05%, to $1,247,550. Total equities' yield continues to average 2.0% or above and is on track to achieve the year-end target. For 2017 to date, total assets of all kinds have increased $40,146 or 2.66%.
3/25/17- Since the prior entry, the following assets were sold from our Basic 25 holdings: AVT; MTRN; NE; RS; and TRN. They were replaced by the purchase of shares in CVS; GLAD; NVO; QCOM; and VZ.
Accordingly, our current Basic 25 assets are: ALKS; BEN; BRK/B; CVS; ETN; GBX; GG; GLAD; INFY; LB; MCK; NVO; QCOM; RDS/B; RGLD; RICK; RL; SLW; SSRI; T; TEVA; TOT; TREX; UVV; and VZ.
Since the prior entry, our liquid assets have fallen $8217 or 0.66%, to $1,239,333. Total equities' yield continues to average 2.0% or above and is on track to achieve the year-end target. For 2017 to date, total assets of all kinds have increased $34,210 or 2.27%.
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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.