Over the last month, I believe I’ve made some good subsidiary acquisitions. IIPR First, I added more Innovative Industrial Properties, Inc. (IIPR). I look at this more from the real estate and assets perspective rather than just as a medical marijuana industry company investment. The company only had about $450M in debt on its balance […]
February 10, 2025 Weekly Review Read More »
UncategorizedSymbol Price Weight Cash Eq. A 1 27.93% Cash Eq. B 1 9.27% PZZA 39.57 7.60% IIPR 71.68 7.51% BGS 6.48 7.36% ACI 20.05 6.83% DOLE 13.62 5.83% MKL 1828.78 3.19% BGFV 1.53 2.77% WBA 10.28 2.60% SPTN 18.23 2.07% VZ 39.39 2.06% TGT 137.91 1.93% BWEN 1.69 1.82% MPW 4.69 1.64% BH 232.01 1.62%
February 2025 Portfolio Update Read More »
Holdings and AllocationsAlert: Today I added to my Walgreens Boots Alliance, Inc. position. I’ll talk about it more on Monday.
Alert: WBA, Added to Position. Read More »
AlertAlert: Today I added to my positions in Innovative Industrial Properties, Inc. (IIPR) and B&G Foods, Inc. (BGS). Both transactions were me just buying back shares that I previously sold, and more, after tax loss harvesting from last year. I also trimmed my position in Big 5 Sporting Goods Corporation (BGFV) for tax loss harvesting
The Purpose I’m DJ and I started this blog for you, if you’re reading this, as well as for myself. For myself, this is a way to start writing. It has been my goal to write more and it specifically was my resolution for the year 2025. For you, as the reader, I think this
Why I Started Invest Like An Owner Read More »
Investing PhilosophyWelcome to Invest Like An Owner. This is the very first post and the IPO of the portfolio’s holdings. The starting share price is $25 per share, as of today, market open January 2, 2025. This is the total amount of all holdings divided by outstanding shares. My goal is to be as transparent as
IPO. Welcome to Invest Like An Owner! Initial Holdings Read More »
Holdings and Allocations