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June, 2021: 17
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.


6/17/21-Since the prior entry (5/21), no assets have been redeemed from or bought for our basic 25 holdings. They remain: 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.

This year's total annual portfolio dividends are on track to exceed $54,000.

Since 5/21, liquid assets are up $26,352 or 1.24% and now total $2,157,187.

Net assets of all types are up 13.75% or $299,141 since 12/31/20. The new nest egg total is $2,474,566.

As indicated last month, I expect to be investing on a dollar-cost-average basis in carefully selected equity assets through the balance of the next several months. The market value of our bond assets plus reserves still comprise the largest holdings category.

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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