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July, 2019: 11
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. |
7/11/19-Since the prior entry (6/22/19), shares of TTD were sold and MDB shares were bought for our basic 25 holdings. They are therefore now as follows: AEG; AYX; BRK/B; BRX; CAH; GILD; GM; HMC; MDB; MPW; NHC; OKTA; OLP; QQQ; RIO; SCHD; SNY; T; TWLO; USB; VHT; VIOO; VOD; WPP; and ZS.
Effective at the close of trading today, my wife's and my liquid holdings stood at $1,524,682, up $51,981, or 3.53%, from their level on 6/22/19. (Please note that this significantly reflects the receipt in the last few days of a modest estate distribution in the amount of $33,297. Without that check, total liquid assets in our portfolio would be $1,491,385, which is $18,684, or 1.27%, above the 6/22/19 comparable figure.)
Dividends remain targeted to attain our 12/31/19 goal of $42,563. Average yield on our holdings is at least 2.00%. Further, investments are made so as to assure at least a 13.5% annual increase in liquid asset total dividends (from a base amount, as of 12/31/18, of $37,500).
Since the end of last year, net total assets (including real estate, an estate distribution, and all other holdings) have increased 13.67%, or $220,677, to $1,835,452.
At roughly one-third in bond holdings or reserves and two-thirds in equities, liquid assets are still allocated with the understanding that markets rise and fall and so in such a way as to average respectable growth over time but to moderate losses during corrections or bear markets.
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.