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March, 2022: 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. |
3/26/22-Since the last entry (2/28/22), DKS and FSPHX were sold. GOGL and XLV were purchased. The basic 25 holdings thus are as follows: AWF; BDN; BGFV; BHK; BILL; CEFS; DDOG; EDV; EQTIX; GOGL; HMY; MNDY; NLY; PCEF; PCN; QQQE; RIO; SLNH; S; SNOW; VIOO; VTI; WU; XLV, and ZS.
Our portfolio is on track to achieve a year-end total dividends target of $58,320. In fact, dividends for 2022 should total over $59,000 based on current payments to shareholders. (Our ongoing intention is to have an annual 8% or better increase in portfolio dividends, from their latest base of $50,000 in 2020.)
Liquid assets are up $29,946, or 1.48%, since 2/28 and, as of the close of trading on Friday, 3/25/28, stood at $2,057,790.
Assets of all kinds (real estate, equities, collectibles, etc.) are down 6.81%, or $179,317, since 12/31/21. The nest egg total is now $2,452,620.
Our portfolio allocation is 67.40% (about two-thirds) in lower risk securities (reserves, bond assets, or value holdings), and 32.60% (or roughly a third) in higher risk ones (growth or growth plus momentum). During strong bull markets, this latter third has driven a lot of increase in our total market value. In the current circumstances, of course, they are instead a drag on performance. Still, we are not doing too badly. For instance, since nearly two years ago, on 4/10/20, even with a lot of safer investments, total liquid assets are up 45.43% overall.
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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.