10/12/16-The following assets have been sold from our basic 25 holdings since the last entry: AGO; AGX; EXPD; FRAN; GG; KSS; RDS/B; and RHI. These have been added: CODI; GLT; GS; MLR; MN; NVO; QCOM; and TOT.
The resulting current basic 25 holdings are: AIR; AMZN; ANET; BEN; BRK-B; CAJ; CODI; ETN; GBX; GLT; GS; INFY; LGIH; MLR; MN; MTCH; NVO; QCOM; SHOP; SKX; SLW; T; TOT; TSM; and UVE.
Since the prior entry, our liquid assets have gone down $834 or 0.07%. We continue to be on track to achieve our year-end target for a total equities yield averaging 2.0% or above.
All the best in the coming weeks!
10/29/16-The following assets have been sold from our basic 25 holdings since the last entry: AIR; ANET; CODI; and SLW. These have been added: BX; HTGC; LUK; and SBNY.
The resulting current basic 25 holdings are: AMZN; BEN; BRK/B; BX; CAJ; ETN; GBX; GLT; GS; HTGC; INFY; LGIH; LUK; MLR; MN; MTCH; NVO; QCOM; SBNY; SHOP; SKX; T; TOT; TSM; and UVE.
Since the prior entry, our liquid assets have gone down $35,221 or 3.01%, to $1,134,600. Our total equities yield averages 2.0% or above and is on track again this year to increase at least 13.5% annually.
Hope all have a good Halloween!
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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.