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December, 2019: 15 26
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. |
12/15/19-Since the prior entry (11/28/19), all shares of MDB and ZS were sold, and shares of CRWD and FTNT were bought in their place for our basic 25 equities. Those are now as follows: AAPL; AEG; AYX; BRX; CRWD; CVS; DDOG; FTNT; GILD; GM; INTC; NHC; OKTA; OLP; QQQ; RIO; RSP; SCHD; SNY; T; USB; VHT; VIOO; VOD; and WPP.
As of the close of trading 12/13/19, my wife's and my liquid holdings now total $1,572,902, up $17,377, or 1.12%, 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 16.73%, or $270,227, from their 12/31/18 level and are now $1,885,002.
As usual, about 10% of our liquid assets are in reserves, 23% in bond assets, and 67% in individual stocks, stock exchange traded funds, or stock mutual funds. Most of those equities are simply in the basic 25 holdings cited above.
12/26/19-Since the prior entry (12/15/19), no assets have been bought or sold for/from our basic 25 equities. They therefore remain: AAPL; AEG; AYX; BRX; CRWD; CVS; DDOG; FTNT; GILD; GM; INTC; NHC; OKTA; OLP; QQQ; RIO; RSP; SCHD; SNY; T; USB; VHT; VIOO; VOD; and WPP.
As of the close of trading today, 12/26/19, my wife's and my liquid holdings total $1,593,998, up $21,096, or 1.34%, 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 18.04%, or $291,253, from their 12/31/18 level and are now $1,906,028.
We continue to have roughly 10% of liquid assets in reserves, 23% in bond assets, and 67% in individual stocks, stock exchange traded funds, or stock mutual funds. Most of the equities are in the basic 25 holdings above.
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.