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 and Allocations
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 and Allocations
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 »
Uncategorized
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 and Allocations
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 Philosophy
Welcome 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