Investment Common Sense



Watch List    May 29, 2026

The watch list is my own personal list of investments. If an investment has declined more than my "stop-loss" percent, the percent will be shown in the Decline column.

I weakly try to keep this list current at least weekly. So, the list reasonably accurately reflects the high price for each issue since I have owned it.

A security may appear more than once if it is held in multiple accounts. Reference prices may differ by account based on purchase date The first time a new security shows up on the list the high price and the current price will be equal. That does not mean that was the price I paid because I may have bought the security some time ago at a different price and did not get around to updating the list at that time.

Watch List
Symbol TheName ReferencePrice Latest Price Sec Type Decline
037833DK3 APPLE INC. 3%27 DUE 11/13/27 $98.65 $98.65 Fixed Income
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $99.76 $99.68 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.88 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.95 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.54 $98.54 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.42 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.77 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.89 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $99.72 $99.72 Fixed Income
680061PR3 OLD NTNL BANK 3.85%26CD FDIC INS DUE 06/09/26US $100.09 $100.00 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $96.57 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $98.89 $98.89 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.80 $37.09 Equity -13.34%
ACTG ACACIA RESH CORP $5.13 $4.64 Equity -9.65%
AGFMF AGF MGMT LTD FCLASS B $15.05 $12.50 Equity -16.92%
BAM BROOKFIELD ASSET MGMT FCLASS A $49.76 $48.44 Equity
CB CHUBB LTD F $340.86 $310.22 Equity -8.99%
CHRD CHORD ENERGY CORP $148.39 $137.45 Equity -7.38%
CRC CALIFORNIA RES CORP $68.87 $61.06 Equity -11.35%
CVS CVS HEALTH CORP $95.89 $90.95 Equity -5.15%
DAC DANAOS CORP F $134.63 $129.66 Equity
EQNR EQUINOR ASA F $41.92 $37.43 Equity -10.71%
ESEA EUROSEAS LTD F $73.19 $65.38 Equity -10.67%
ESEA EUROSEAS LTD F $73.19 $65.45 Equity -10.58%
F FORD MTR CO DEL $16.81 $16.81 Equity
F FORD MTR CO DEL $16.83 $16.83 Equity
FDP FRESH DEL MONTE PRODUC F $42.93 $30.72 Equity -28.45%
FDP FRESH DEL MONTE PRODUC F $42.93 $30.72 Equity -28.45%
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $3.33 Equity -23.70%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,521.39 Equity -15.21%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,521.26 Equity -20.15%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,521.26 Equity -20.15%
GSL GLOBAL SHIP LEASE INC FCLASS A $42.29 $37.97 Equity -10.22%
HAFN HAFNIA LTD F $8.96 $7.78 Equity -13.17%
IGIFF IGM FINL INC F $56.94 $56.94 Equity
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $169.40 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $169.40 ETFs & Closed End Funds
KNOP KNOT OFFSHORE PARTNER LP $11.46 $10.84 Equity -5.41%
KT KT CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $22.69 $18.21 Equity -19.77%
LEA LEAR CORP $142.09 $142.09 Equity
LEA LEAR CORP $142.15 $142.15 Equity
MITT TPG MORTGAGE INVESTM $9.21 $7.67 Equity -16.78%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.63 Equity
MTDR MATADOR RES CO $65.45 $56.00 Equity -14.44%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $2.53 Option -9.64%
PAA PLAINS ALL AMERICAN P LP $24.15 $23.02 Equity
PAA PLAINS ALL AMERICAN P LP $24.15 $23.02 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $18.85 Equity -13.93%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $18.85 Equity -13.93%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $18.84 Equity -13.97%
RM REGIONAL MGMT CORP $40.35 $37.02 Equity -8.25%
RMBS RAMBUS INC DEL $158.40 $147.49 Equity -6.89%
RMBS RAMBUS INC DEL $158.40 $147.49 Equity -6.89%
SAR SARATOGA INVT CORP $23.64 $22.75 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $331.44 $326.17 Equity
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.13 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.69 Equity -5.79%
SHEL SHELL PLC FTENDER OFFER EXP: $93.22 $85.32 Equity -8.48%
SLRC SLR INVESTMENT CORP $16.13 $13.32 Equity -17.45%
SM SM ENERGY CO $33.77 $32.54 Equity
SM SM ENERGY CO $33.77 $32.56 Equity
SON SONOCO PRODS CO $57.41 $48.33 Equity -15.82%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.10 $24.63 Equity -15.36%
T AT&T INC $29.57 $24.64 Equity -16.67%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $38.14 Equity -12.91%
TIGO MILLICOM INTERNTNL C F $85.84 $85.76 Equity
TIGO MILLICOM INTERNTNL C F $85.84 $85.74 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $27.96 $21.77 Equity -22.14%
UGI UGI CORP NEW $40.11 $34.13 Equity -14.91%
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $33.15 Equity -7.89%
UVV UNIVERSAL CORP VA $58.83 $54.37 Equity -7.59%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $46.80 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $46.80 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.21 $23.21 Equity
WU WESTERN UN CO $9.48 $8.20 Equity -13.55%
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $24.60 Equity -15.95%