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September, 2017: 14 27 |
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9/14/17-There have been no changes in our basic 15 tradable core holdings since the prior entry. They remain: AB; AEG; AMGN; BKE; BRK/B; CVS; DSW; MCK; NLY; QCOM; SLB; T; TOT; VZ; and WPPGY. Since our 8/26/17 entry, the last time portfolio totals were noted, our liquid assets have increased $18,592 or 1.51%. Total equities' yield continues to average 2.0% or above and in fact is already well above the year-end target. Year-to-date, net total assets of all kinds (real estate, reserves, equities, etc.) have risen $46,076 or 3.05%.
9/27/17-There have been no changes in our basic 15 tradable core holdings since the prior entry. They remain: AB; AEG; AMGN; BKE; BRK/B; CVS; DSW; MCK; NLY; QCOM; SLB; T; TOT; VZ; and WPPGY. Since our last (9/14/17) entry, our liquid assets have increased $32,686 or 2.61%. Total equities' yield continues to average 2.0% or more. It is above the 12/31/2018 target. Year-to-date, net total assets of all kinds (real estate, reserves, equities, etc.) have risen $78,902 or 5.23%.
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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