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November, 2019: 11 28
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. |
11/11/19-Since the prior entry (10/26/19), all shares of CAH and TWLO were sold, and shares of DDOG and INTC were bought in their place for our basic 25 equities. Accordingly, those holdings are now as follows: AEG; AYX; BRX; CVS; DDOG; GILD; GM; INTC; MDB; MPW; NHC; OKTA; OLP; QQQ; RIO; RSP; SCHD; SNY; T; USB; VHT; VIOO; VOD; WPP; and ZS.
My wife's and my liquid holdings now total $1,550,043, up $42,316, or 2.81%, since the last posting.
Portfolio dividends (anticipated from current holdings in 2019) exceed a year-end goal of $42,563. The average yield on such holdings is above 2.00%. Investments are bought and sold so as to assure a 13.5% or greater annual increase in liquid asset dividends (from the latest, 12/31/18, base amount of $37,500).
Net total assets (including real property, an estate distribution of roughly $33,000, and all other holdings) have increased 15.31%, or $247,228, from their 12/31/18 level and are now $1,862,003.
We are maintaining approximately one-third of liquid assets in reserves or bond holdings and the balance in equities.
11/28/19-On this Thanksgiving Day I am grateful for an economic system that allows for reliable, profitable investment strategies and for the many opportunities available to most, though certainly not all, to benefit from such methods of increasing wealth and financial security.
Since the prior entry (11/11/19), all shares of MPW were sold, and shares of AAPL were bought in their place for our basic 25 equities. Those holdings are now as follows: AAPL; AEG; AYX; BRX; CVS; DDOG; GILD; GM; INTC; MDB; NHC; OKTA; OLP; QQQ; RIO; RSP; SCHD; SNY; T; USB; VHT; VIOO; VOD; WPP; and ZS.
My wife's and my liquid holdings now total $1,555,525, up $5207, or 0.34%, since the last posting.
Portfolio dividends (anticipated from current holdings in 2019) still exceed a year-end goal of $42,563. The average yield on such holdings is above 2.00%. Investments are bought and sold so as to assure a 13.5% or greater annual increase in liquid asset dividends (from the latest, 12/31/18, base amount of $37,500).
Net total assets (including real property, an estate distribution of roughly $33,000, and all other holdings) have increased 15.64%, or $252,575, from their 12/31/18 level and are now $1,862,003.
Our liquid assets are allocated roughly 10% in reserves, 23% in bond assets, and 67% in equities and are rebalanced approximately once a year, though this may occur more often if market forces result in substantial shifts in existing category apportionments.
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.