Investment Common Sense



Watch List    June 30, 2020

The watch list is my own personal list of investments. If an investment has declined more than my "stop-loss" percent (currently 15%), the percent will be shown in the Decline column.

Because I don't keep this list very current, it has some peculiarities. For example: 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. I may also have sold something and later bought it back in the same account between the time I updated the list. So sometimes those big declines are not real. If I would update the list weekly, that problem would go away, but I probably won't.

Watch List
Symbol TheName ReferencePrice Latest Price Sec Type Decline
06428FRK5 BANK OF CHINA NE 0.25%20 CD FDIC INS DUE 08/21/20 CN $100.02 $100.02 Fixed Income
COR CORESITE REALTY CORP REIT $121.90 $121.02 Equity
COR CORESITE REALTY CORP REIT $121.90 $121.00 Equity
CVS CVS HEALTH CORP $65.04 $65.04 Equity
FUJIY FUJIFILM HLDGS CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS $47.73 $42.84 Equity
GEO G E O GROUP INC NEW REIT $15.80 $11.80 Equity -25.32%
GILD GILEAD SCIENCES INC $76.97 $76.97 Equity
IGM ISHARES EXPANDED TECH SECTOR ETF $279.40 $279.40 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $279.40 $279.40 ETFs & Closed End Funds
ILPT INDUSTRIAL LOGISTICS REIT $20.56 $20.56 Equity
IMKTA INGLES MARKETS INC CLASS A $42.81 $42.81 Equity
IMKTA INGLES MARKETS INC CLASS A $42.81 $42.77 Equity
KEYS KEYSIGHT TECH INC $100.89 $100.86 Equity
KEYS KEYSIGHT TECH INC $100.89 $100.89 Equity
LSI LIFE STORAGE INC $94.92 $94.92 Equity
LTC LTC PROPERTIES INC. REIT $51.07 $37.58 Equity -26.41%
MS MORGAN STANLEY $48.20 $48.20 Equity
MTLHF MITSUBISHI CHEMICA ORDF $5.69 $5.69 Equity
ODP OFFICE DEPOT INC REVERSE SPLIT EFF: 07/01/20 $2.36 $2.36 Equity
ORI OLD REPUBLIC INTL CO $22.95 $16.29 Equity -29.02%
PAG PENSKE AUTOMOTIVE GR $38.77 $38.77 Equity
PSA/PRX PUBLIC STORAGE 5.2% PFD PFD SER X $25.17 $25.07 Equity
PSCC INVESCO S&P SMALLCAP CONSUMER STAPLES ETF $73.56 $73.56 ETFs & Closed End Funds
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF $86.95 $86.95 ETFs & Closed End Funds
RCII RENT A CENTER INC $30.40 $27.81 Equity
RS RELIANCE STL & ALUMI $121.33 $94.81 Equity -21.86%
STLD STEEL DYNAMICS INC $26.05 $26.05 Equity
TCBIP TEXAS CAPITAL 6.5% PFD PFD SER A $24.75 $24.75 Equity
TGT TARGET CORP $129.15 $119.88 Equity
TIPT TIPTREE INC. REIT $7.00 $6.42 Equity
TPRFF GRAN COLOMBIA GOLD F $5.08 $5.08 Equity
USB/PRM U.S. BANCORP 6.5% PFD PFD $26.20 $26.20 Equity
VHC VIRNETX HOLDING CORP $6.50 $6.50 Equity
WDR WADDELL & REED FINL CLASS A $15.52 $15.52 Equity
WDR WADDELL & REED FINL CLASS A $15.53 $15.53 Equity
WDR WADDELL & REED FINL CLASS A $18.49 $15.52 Equity -16.09%