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October, 2020: 4 7
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.


10/4/20-Since the last entry (9/20/20), there have been no changes in our basic 25 holdings. They therefore remain: ASB; AWF; BHK; BPOP; CRWD; CVS; DDOG; FHI; FRME; FSLY; IBCP; MCBC; MET; OKTA; PFBI; PFG; RCII; RSP; SCS; TSBK; VBF; VCIT; VIOO; VMFXX; and ZM.

Total portfolio dividends are near the year-end target.

Since 9/20/20, liquid assets have risen a bit to $1,568,734, a gain of $11,994 or 0.77%.

Net total assets (including real estate and all other holdings) are down 1.05% since the end of 2019, a loss so far this year of $19,899. Our complete nest egg thus totals $1,883,534.

10/7/20-Since the last entry (10/4/20), there have been no changes in our basic 25 holdings. They therefore remain: ASB; AWF; BHK; BPOP; CRWD; CVS; DDOG; FHI; FRME; FSLY; IBCP; MCBC; MET; OKTA; PFBI; PFG; RCII; RSP; SCS; TSBK; VBF; VCIT; VIOO; VMFXX; and ZM.

Total portfolio dividends are closing in on the year-end target.

Since 10/4/20, liquid assets have risen further, to $1,612,483, ahead $43,749 or 2.79%. One-third of tradable funds are in bond assets or reserves.

Net total assets (including real estate and all other holdings) are up 1.25% since the end of 2019, a gain this year of $23,850. Our complete nest egg equals $1,927,283.

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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