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May, 2017: 10 30
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.


5/10/17-Since the prior entry, the following assets were sold from our Basic Holdings: ALKS; BEN; ETN; GBX; HMC; RGLD; RICK; SLW; SSRI; SVT; TOT; and UVV. There were also two new purchases: ESRX and UTHR.

Accordingly, our current Basic 15 assets are: BRK/B; CAH; CVS; ESRX; GG; GLAD; INFY; KELYA; MCK; NVO; QCOM; T; TEVA; UTHR; and VZ.

Since the prior entry, our liquid assets have risen $7809 or 0.63%, to $1,248,218. Our 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 $41,374 or 2.74%.

5/30/17-Since the prior entry, the following assets were sold from our Basic Holdings: CAH; TEVA; and UTHR. There were also three new purchases: HMC; LKQ; and SLB.

Accordingly, our current Basic 15 assets are: BRK/B; CVS; ESRX; GG; GLAD; HMC; INFY; KELYA; LKQ; MCK; NVO; QCOM; SLB; T; and VZ.

Since the prior entry, our liquid assets have risen $1,287 or 0.10%, to $1,249,505. Our 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 $42,872 or 2.84%.

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.

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