Investment Common Sense



Watch List    September 1, 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 $98.44 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.94 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.96 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.82 $98.71 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.06 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.38 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.91 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.14 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.14 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $95.14 Fixed Income
912810FE3 US TREASURY 5.5%08/28UST BOND DUE 08/15/28 $102.11 $101.90 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $99.22 $99.21 Fixed Income
98970LUJ0 ZIONS BANCORP NTNL 4%27CD FDIC INS DUE 04/01/27US $100.02 $100.02 Fixed Income
ACTG ACACIA RESH CORP $5.13 $4.52 Equity -11.99%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $9.45 $9.19 Equity
AFIFX AMERICAN FUNDS FUNDAMENTAL INVS F-1 $103.20 $103.20 Mutual Fund
AGFMF AGF MGMT LTD FCLASS B $16.81 $15.64 Equity -6.95%
APA APA CORP $44.27 $44.27 Equity
BAM BROOKFIELD ASSET MGMT FCLASS A $55.12 $49.87 Equity -9.52%
BWMX BETTERWARE DE MEXICO S F $18.34 $15.87 Equity -13.50%
CB CHUBB LTD F $352.16 $339.23 Equity
CMCSA COMCAST CORP NEW CLASS CLASS A $26.96 $26.50 Equity
DAC DANAOS CORP F $150.75 $150.70 Equity
DAC DANAOS CORP F $150.75 $150.70 Equity
DINO HF SINCLAIR CORP $103.29 $103.29 Equity
DMC DEL MONTE CORP F $32.19 $32.03 Equity
EG EVEREST REINSURANCE GR F $382.57 $380.46 Equity
ESEA EUROSEAS LTD F $77.00 $77.00 Equity
ESEA EUROSEAS LTD F $77.00 $77.00 Equity
F FORD MTR CO DEL $16.83 $13.78 Equity -18.10%
F FORD MTR CO DEL $16.81 $13.79 Equity -17.97%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,634.22 Equity -8.92%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,634.22 Equity -14.23%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,634.22 Equity -14.23%
GIII G-III APPAREL GROUP LTD $35.42 $32.14 Equity -9.27%
GSL GLOBAL SHIP LEASE INC FCLASS A $44.48 $44.48 Equity
HAFN HAFNIA LTD F $8.96 $8.63 Equity
HAFN HAFNIA LTD F $8.63 $8.63 Equity
HBB HAMILTON BEACH BRANDS HLCLASS A $33.41 $30.44 Equity -8.90%
HBB HAMILTON BEACH BRANDS HLCLASS A $33.41 $30.44 Equity -8.90%
IBIT ISHARES BITCOIN TRUST ETF $43.77 $43.77 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $158.77 ETFs & Closed End Funds -6.28%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $158.70 ETFs & Closed End Funds -6.32%
LEA LEAR CORP $124.95 $124.65 Equity
LULU LULULEMON ATHLETICA INC $125.73 $119.82 Equity
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.29 Equity -6.31%
MTDR MATADOR RES CO $65.45 $59.30 Equity -9.40%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $1.25 Option -55.27%
OSK OSHKOSH CORP $156.41 $148.93 Equity
PAA PLAINS ALL AMERICAN P LP $25.80 $25.80 Equity
PAA PLAINS ALL AMERICAN P LP $25.81 $25.81 Equity
PBH PRESTIGE CONSUMER HEALTH $52.69 $52.69 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $20.28 $20.28 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.29 Equity -7.35%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.28 Equity -7.40%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.29 Equity -7.37%
PLGO PELAGOS INSURANCE CAPI F $25.40 $24.75 Equity
RMBS RAMBUS INC DEL $158.40 $83.81 Equity -47.09%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $25.89 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.67 Equity -5.94%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $93.66 $93.66 Equity
SM SM ENERGY CO $38.12 $38.12 Equity
SON SONOCO PRODS CO $58.27 $54.03 Equity -7.29%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.10 $26.13 Equity -10.21%
T AT&T INC $29.57 $26.13 Equity -11.63%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $42.90 Equity
TIGO MILLICOM INTERNTNL C F $98.34 $94.01 Equity
TOST TOAST INC CLASS A $36.68 $33.81 Equity -7.82%
TXT TEXTRON INC $89.00 $79.92 Equity -10.20%
UGI UGI CORP NEW $40.11 $38.43 Equity
UGP ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $6.97 $6.97 Equity
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $32.40 Equity -9.97%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.51 Equity -7.02%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.51 Equity -7.02%
WLKP WESTLAKE CHEM PARTNER LP $22.66 $21.73 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.21 $21.73 Equity -6.38%
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $27.09 Equity -7.45%