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 – 3-S Report Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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 Update – Holdings and Allocations Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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 Update – Buying BuyBuyBaby (Through BYOD). Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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 Update – Meeting-and-Greeting Movado! (Re: MOV) Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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
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 Update – A Lot of Cash! Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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 »
Uncategorized / Miscellaneous
Welcome to Invest Like An Owner. This is the very first post and the start of the portfolio’s holdings. The starting Implied 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
Welcome to Invest Like An Owner! Initial Holdings Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related