Investment Common Sense



Watch List    March 21, 2025

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, and recently (12/25/20) modified the program I use to monitor my investments. So, the list now more accurately reflects the high price for each issue since I have owned it. 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
06051V7A8 BANK OF AMERICA 4.35%26 CD FDIC INS DUE 01/20/26 US $100.20 $100.18 Fixed Income
06051XNY4 BANK OF AMERICA 4.15%25 CD FDIC INS DUE 10/29/25 US $99.96 $99.96 Fixed Income
166764BW9 CHEVRON CORP 1.554%25 DUE 05/11/25 $99.59 $99.59 Fixed Income
437076CU4 THE HOME DEPOT 5.125%25 DUE 04/30/25 $100.22 $100.05 Fixed Income
5380362J2 LIVE OAK BANKING 4.15%26 CD FDIC INS DUE 02/23/26 US $100.09 $100.09 Fixed Income
59013K3Y0 MERRICK BANK 4.25%26 CD FDIC INS DUE 01/30/26 US $100.15 $100.14 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $97.76 $97.76 Fixed Income
63743FTT3 NTNL RURAL UTILIT 3.5%25 DUE 12/15/25 $98.77 $98.72 Fixed Income
674599EB7 OCCIDENTAL PETR 5.875%25 DUE 09/01/25 $100.38 $100.06 Fixed Income
740189AM7 PRECISION CASTPA 3.25%25 DUE 06/15/25 $99.68 $99.68 Fixed Income
808513BV6 THE CHARLES SCH 3.625%25 DUE 04/01/25 $99.96 $99.96 Fixed Income
90355UJW6 U.S. BANK NTNL A 4.35%26 CD FDIC INS DUE 06/10/26 US $100.00 $99.79 Fixed Income
912797PT8 US TREASURY BILL25 U S T BILL DUE 06/24/25 $98.93 $98.93 Fixed Income
91282CAZ4 US TREASU NT 0.375%11/25 UST NOTE DUE 11/30/25 $97.44 $97.44 Fixed Income
94974BGP9 WELLS FARGO & CO 3.55%25 DUE 09/29/25 $99.52 $99.38 Fixed Income
BMA BANCO MACRO S A F SPONSORED ADR 1 ADR REPS 10 ORD SHS $82.33 $82.33 Equity
BRK/B BERKSHIRE HATHAWAY CLASS B $523.21 $521.91 Equity
CB CHUBB LTD F $291.43 $291.43 Equity
EPD ENTERPRISE PRODS PART LP $34.43 $33.85 Equity
FDP FRESH DEL MONTE PRODUC F $29.65 $29.65 Equity
FNDX SCHWAB FUNDMNTL US LARGE COM ETF $25.11 $23.66 ETFs & Closed End Funds -5.77%
FPAFY FIRST PAC LTD F SPONSORED ADR 1 ADR REPS 5 ORD SHS $3.28 $3.28 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,386.46 $1,386.46 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,460.86 $1,386.46 Equity -5.09%
FRFHF FAIRFAX FINL HLDGS LTD F $1,460.86 $1,386.46 Equity -5.09%
GLP GLOBAL PARTNERS LP LP $58.23 $53.11 Equity -8.79%
PAA PLAINS ALL AMERICAN P LP $19.97 $19.97 Equity
PAA PLAINS ALL AMERICAN P LP $20.48 $19.97 Equity
PBR PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS $14.16 $14.16 Equity
PBR PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS $14.90 $14.16 Equity
SGU STAR GROUP L P LP $13.47 $13.34 Equity
SJNK SPDR BLMRG SHR TR HG YLD BD ETF $25.64 $25.27 ETFs & Closed End Funds
SWVXX SCHWAB VALUE ADVANTAGE M ONEY INV $1.00 $1.00 Cash and Money Market
T AT&T INC $27.02 $27.02 Equity
T AT&T INC $27.41 $27.02 Equity
UGI UGI CORP NEW $34.16 $33.20 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $34.96 $34.96 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $34.96 $34.96 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.16 $23.16 Equity