Snapshot My Implied Share Price: $33.63 Recent Decisions Situation The overall market rose this week and my positions rose with it. Mattel’s price remained steady but my valuation found it to be extremely undervalued, and I consider it a good well-known company. Response Although I really like JAKKS and found it to be undervalued and […]
I. Snapshot My Implied Share Price: $32.06 Symbol Price Weight Cash 1.00 26.13% IIPR 51 9.04% GTEC 0.69 8.25% PETS 2.30 8.15% WEYS 34.63 2.59% PINS 17.62 2.59% WMK 71.99 2.12% MED 10.06 2.11% BBBY 4.69 2.09% USNA 18.11 2.05% UFPI 95.49 1.87% AII 18.24 1.79% MKL 1924.82 1.72% MOH 145.88 1.56% VTSI 4.21 1.50%
1st Quarter 2026 4-S Report Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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 – 3-S Report 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