I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77% […]
2nd Quarter 2026 4-S Report Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
Snapshot My Implied Share Price: $32.62 Situation I wanted to fund additional opportunities in LULU and ACN, and rebalance my portfolio. Response I took some profits in BBBY, still leaving a good amount of exposure. I am excited about UPWK because it is similar to FVRR. I also found it to be undervalued. After I
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.
October 15, 2025 Decision – Quick Note (Re: ACN, UFPI, and IIPR) Read More »
Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)
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
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