Home
Previous
Next
May, 2022: 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. |
5/21/22-Since the last entry (4/30/22), all shares of NLY and SLNH were sold. In their places, shares of AAPL and RGR were purchased. Therefore the basic 25 holdings are: AAPL; AWF; BDN; BGFV; BHK; BILL; CEFS; DDOG; EDV; EQTIX; GOGL; HMY; MNDY; PCEF; PCN; RGR; RIO; S; SNOW; VBR; VIOO; VTV; WU; XLV, and ZS.
Our portfolio remains on track to provide total dividends this year of at least $58,320. (As earlier indicated, our goal for portfolio dividends is, from their latest base of $50,000 in 2020, to assure an annual 8% or better increase.)
Liquid assets are down $99, 583 or 5.33%, since 4/30 and, as of the close of trading on Friday, 5/20/22, stood at $1,770,513.
Assets of all kinds (real estate, equities, collectibles, etc.) are down 10.12%, or $266,314 since 12/31/21. The nest egg total is now $2,365,623.
Disclaimer and Disclosure Statement
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.