New Acquisitions Just a couple of quick updates. 2 new acquisitions, Accenture plc (ACN) and UFP Industries, Inc. (UFPI). I received a nice dividend from IIPR.
Owner’s Quick Update for October 15, 2025 Read More »
Owner's Decisions, Reasons, and Thoughts (SDRT)
Recent Acquisitions and Adjustments Just a couple of quick updates. I made 2 new acquisitions, adding Ring Energy Inc. (REI) and Factset Research Systems, Inc. (FDS). I also made a few adjustments, adding even more PETS after the share price dropped even more, adding a little more MOV, and trimming a little LNC. Lastly, I
Owner’s Quick Update for October 11, 2025 Read More »
Owner's Decisions, Reasons, and Thoughts (SDRT)
PART I. Snapshot My Implied Share Price: $31.15 My Current Holdings Symbol Price Weight CASH 1.00 30.97% MOV 19.59 8.27% PETS 2.62 6.31% Options 1.00 4.54% AII 22.73 4.42% IIPR 56.46 3.91% TGT 89.03 3.38% INTC 36.83 3.11% MED 13.99 3.10% CROX 84.89 2.65% UG 7.755 2.42% CNC 38.70 1.96% LNC 41.09 1.94% VZ 43.67
October 2025 – Owner’s 3-S Report Read More »
Holdings, Allocations, and 4-S Reports
PART I. Snapshot My Implied Share Price: $29.32 Symbol Price Weight Cash 1.00 38.31% MOV 19.47 8.74% Stock Options 1.00 5.29% AII 19.67 3.71% IIPR 57.3 3.60% CROX 86.45 2.87% SPB 56.88 2.81% INTC 24.49 2.20% JAKK 17.6 2.13% LNC 42.11 2.12% LEN 141.88 2.04% VZ 44.38 1.99% MKL 1912.13 1.72% MOH 174.65 1.57% CNC
September 2025 – Owner’s 3-S Report Read More »
Holdings, Allocations, and 4-S Reports
Symbol Price Weight Cash 1.00 19.78% PETS 3.24 5.80% CNC 25.91 5.80% MOV 15.1 5.65% MOH 155.13 5.56% IIPR 51.37 5.06% CROX 97.13 4.00% LNC 36.87 3.70% INTC 19.31 3.46% MKL 1929.87 3.46% JAKK 17.14 3.38% LEN 115.98 2.49% BYON 8.16 2.19% HLF 9.14 1.88% UBER 86.91 1.87% FLR 41.42 1.86% YALA 7.55 1.76% VZ
August 2025 – Updated Holdings and Allocations Read More »
Holdings, Allocations, and 4-S Reports
Portfolio Performance This last month or so has been a complete rollercoaster for me … and really the whole market. I’m actually pleasantly surprised that the portfolio is only down around 1-2% for the year — it could definitely be worse. I did a little more buying and selling than the portfolio reflects on the
May 2025 “My Holdings Update”: Buying BuyBuyBaby (Through BYOD). Read More »
Holdings, Allocations, and 4-S Reports
I made a few changes to the portfolio: My Current Holdings Symbol Price Weight Cash / USD 1 24.80% MOV 13.35 7.98% BG 78.96 7.80% CROX 90.72 7.75% IIPR 51.61 7.64% HCC 49.35 6.09% LNC 30.27 3.91% INTC 18.93 3.59% TGT 93.11 3.54% MKL 1768.53 3.36% UBER 75.24 3.00% Stock Options (minus) -1 -2.54% VZ
April 2025 “My Holdings Update”: Meeting-and-Greeting Movado! Read More »
Holdings, Allocations, and 4-S Reports
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
Reviewing This Past Week Read More »
Owner's Decisions, Reasons, and Thoughts (SDRT)
Symbol 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 “My Holdings Update”: A Lot of Cash! Read More »
Holdings, Allocations, and 4-S Reports
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 hold myself accountable with my investments, and also a way for me to start writing consistently. It has been my goal to write more and it specifically was
Why I Started Invest Like An Owner Read More »
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