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May, 2021: 21
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.


5/21/21-Since the prior entry (4/25/21), the following assets were sold from our basic 25 holdings: FAGIX and ZS. BDN and UPST shares were added. Thus the new basic 25 holdings are: AWF; BDN; BHK; CRWD; CTO; DDOG; DX; EDV; FNLC; NARI; NET; QQQ; RIO; SAFT; SCU; SLYV; SPKE; UPST; VB; VBR; VIOO; VOO; VTV; XLG; and ZI.

Projected total annual portfolio dividends continue to be above the target for 2021 of $54,000.

Since 4/25, liquid assets are up $54,543 or 2.63% and now total $2,130,835.

Net assets of all types (including real estate and all other holdings) are up 12.53% or $272,510 so far in 2021. The new nest egg total is $2,447,935.

My plan through the balance of the year is expected to be to emphasize, first, the selection of good assets and then dollar-cost-averaging into them from a recent abundance of reserves and low-yielding bond funds.

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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