For the archives for the grandchildren. I assume some day, one of them may be curious what I was doing with regard to investing at this time of my life.
Disclaimer: this is not an investment
site. Do not make any investment, financial, job, career, travel, or
relationship decisions based on what you read here or think you may have
read here.
Screenshots:
My "new money allocation":
- new purchases since this summer
- all with new money; none from sales of any current holdings
- with one exception: T
- T was paying a huge dividend; shares were bought to "park" money until enough cash build to be able to buy DE and CAT
- I have to thank a reader for encouraging me to do this -- having a plan, a very specific plan and sticking to it -- this is one of the reasons for posting this -- to let that reader what I've been up to
- I have a 30-year horizon, so timing of the market is something I don't do
- I invest during the first and third weeks of each month
- lots of DE and CAT: entirely new positions in my portfolio
- recommendations for AVGO, DE, and CAT came from different readers.
Date |
Buffet like |
Tech / beaten down infrastructure |
Permian oil |
mRNA |
June 30, 2022 |
BRK-B |
TSM |
DVN |
|
|
UNP |
NVDA |
EOG |
|
|
SRE |
AAPL |
MPC |
|
|
AAPL |
TSM |
DVN |
|
|
|
|
|
|
July 30, 2022 |
BRK-B |
TSM |
DVN |
|
GOOG split July 15, 2022 |
CAT |
TSM |
DVN |
|
|
CAT |
AVGO |
EOG |
|
|
DE |
AVGO |
EOG |
|
|
|
|
|
|
August 30, 2022 |
DE |
TSM |
DVN |
|
|
UNP |
AVGO |
EOG |
|
|
DE |
TSM |
MPC |
|
|
DE |
TSM |
DVN |
|
|
|
|
|
|
|
|
|
|
|
September 30, 2022 |
|
AVGO |
|
|
|
DE |
|
|
|
|
UNP |
|
|
|
|
|
|
DVN |
|
|
|
|
EOG |
|
|
|
|
ENB |
|
October 10, 2022 |
|
|
|
|
|
|
|
DVN |
|
|
UNP |
|
|
|
|
PFE |
|
|
|
|
DE |
|
|
|
|
|
AVGO |
|
|
10/18/2022 |
|
|
|
|
|
DE |
|
|
|
|
|
AVGO |
|
|
|
|
|
DVN |
|
|
|
|
|
|
Add to early November investment |
|
|
|
|
|
|
SCCO |
|
|
|
|
|
DVN |
|
|
|
|
|
PFE |
|
AAPL |
|
|
|
|
|
|
|
|
Mid-November 2022 |
DE |
|
|
|
|
CAT |
AVGO |
EOG |
PFE |
|
|
|
|
|
Mid-November 2022, after AAPL Div |
|
|
|
|
|
ABBV |
TSM |
EOG |
|
|
|
|
|
|
End-of-November |
|
|
|
|
Disclaimer: this is not an investment
site. Do not make any investment, financial, job, career, travel, or
relationship decisions based on what you read here or think you may have
read here.
All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
MPC was something I would never considered without this plan. I'm still very cautious with refiners.
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