Deere -- November 23, 2022

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.

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.

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.