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June, 2017: 14 30 |
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6/14/17-Since the prior entry, the following assets were sold from our Basic Holdings: ESRX; GG; GLAD; INFY; and KELYA. There were also five new purchases: AMGN; RGA; SNI; SPTN; and THRM. Accordingly, our current Basic 15 assets are: AMGN; BRK/B; CVS; HMC; LKQ; MCK; NVO; QCOM; RGA; SLB; SNI; SPTN; T; THRM; and VZ. Since the prior entry, our liquid assets have risen $14,894 or 1.19%, to $1,264,399. Our total equities' yield continues to average 2.00% or above and is on track to achieve the year-end target. For 2017 to date, total assets of all kinds have increased $57,905 or 3.84%.
6/30/17-Since the prior entry, the following assets were sold from our Basic Holdings: SPTN and THRM. There were also two new purchases: CNC and LCII. Accordingly, our current Basic 15 assets are: AMGN; BRK/B; CNC; CVS; HMC; LCII; LKQ; MCK; NVO; QCOM; RGA; SLB; SNI; T; and VZ. Since the prior entry, our liquid assets have fallen $992 or 0.08%, to $1,263,407. Our total equities' yield continues to average 2.00% or above and is on track to achieve the year-end target. For 2017 to date, total assets of all kinds have increased $57,083 or 3.78%.
Disclaimer and Disclosure StatementNeither 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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