Investment Common Sense



Watch List    October 31, 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. So, the list reasonably 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
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $98.98 $98.84 Fixed Income
06051V7A8 BANK OF AMERICA 4.35%26CD FDIC INS DUE 01/20/26US $100.28 $100.10 Fixed Income
084670BS6 BERKSHIRE HATHA 3.125%26 DUE 03/15/26 $99.69 $99.66 Fixed Income
254687FV3 THE WALT DISNEY 1.75%26 DUE 01/13/26 $99.58 $99.58 Fixed Income
5380362J2 LIVE OAK BANKING 4.15%26CD FDIC INS DUE 02/23/26US $100.14 $100.11 Fixed Income
59013K3Y0 MERRICK BANK 4.25%26CD FDIC INS DUE 01/30/26US $100.25 $100.11 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $98.99 $98.93 Fixed Income
63743FTT3 NTNL RURAL UTILIT 3.5%25 DUE 12/15/25 $99.78 $99.78 Fixed Income
912797QD2 US TREASURY BILL26U S T BILL DUE 04/16/26 $98.31 $98.31 Fixed Income
9128286S4 US TREASU NT 2.375%04/26UST NOTE DUE 04/30/26 $99.30 $99.29 Fixed Income
91282CAZ4 US TREASU NT 0.375%11/25UST NOTE DUE 11/30/25 $99.72 $99.72 Fixed Income
91324PDW9 UNITEDHEALTH GRO 1.25%26 DUE 01/15/26 $99.38 $99.38 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.77 $39.36 Equity -7.97%
ACTG ACACIA RESH CORP $3.97 $3.47 Equity -12.59%
AGFMF AGF MGMT LTD FCLASS B $10.33 $9.98 Equity
AMD ADVANCED MICRO DEVIC $256.12 $256.12 Equity
CB CHUBB LTD F $288.20 $276.94 Equity
CLBT 01/16/2026 12.50 C CALL CELLEBRITE DI LTD 12.5 EXP 01/16/26 $7.15 $4.89 Option -31.64%
CRWD CROWDSTRIKE HLDGS INC CLASS A $543.01 $543.01 Equity
CRWD CROWDSTRIKE HLDGS INC CLASS A $543.01 $543.01 Equity
CVS CVS HEALTH CORP $82.31 $78.15 Equity -5.05%
DGICA DONEGAL GROUP INC CLASS A $19.94 $18.57 Equity -6.87%
DGICA DONEGAL GROUP INC CLASS A $19.54 $18.57 Equity
EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS $27.10 $23.96 Equity -11.59%
ETHA ISHARES ETHEREUM TRUST ETF IV $34.30 $29.36 ETFs & Closed End Funds -14.40%
F FORD MTR CO DEL $13.84 $13.13 Equity -5.13%
FDP FRESH DEL MONTE PRODUC F $37.59 $35.35 Equity -5.96%
FDP FRESH DEL MONTE PRODUC F $37.59 $35.35 Equity -5.96%
FI FISERV INC $127.08 $66.69 Equity -47.52%
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $4.14 Equity -5.00%
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,625.33 Equity -10.07%
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,625.33 Equity -10.07%
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,625.33 Equity -10.07%
GSL GLOBAL SHIP LEASE INC FCLASS A $32.54 $31.53 Equity
GTLB GITLAB INC CLASS A $50.34 $48.75 Equity
HAFN HAFNIA LTD F $6.36 $6.36 Equity
IBIT ISHARES BITCOIN ETF $68.67 $62.30 ETFs & Closed End Funds -9.28%
IGM ISHARES EXPANDED TECH SECTOR ETF $133.86 $133.86 ETFs & Closed End Funds
KEP KOREA ELEC PWR CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $15.22 $15.07 Equity
KNSL KINSALE CAP GROUP INC $479.82 $399.47 Equity -16.75%
KSS KOHLS CORP $16.38 $16.27 Equity
KSS KOHLS CORP $16.38 $16.27 Equity
MFIN MEDALLION FINL CORP EQUICLASS EQUITY $10.70 $9.83 Equity -8.17%
MITT AG MTG INVT TR INC $7.81 $7.14 Equity -8.58%
MSFT MICROSOFT CORP $533.50 $517.81 Equity
MYTAY MAGYAR TELEKOM TELECOM FSPONSORED ADR 1 ADR REPS 5 ORD SHS $28.95 $26.13 Equity -9.74%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $14.90 $11.64 Equity -21.88%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $13.08 $11.64 Equity -11.01%
PYPL PAYPAL HLDGS INC $73.45 $69.27 Equity -5.69%
RGLD ROYAL GOLD INC $197.11 $174.79 Equity -11.32%
RMBS RAMBUS INC DEL $105.42 $102.84 Equity
RMBS RAMBUS INC DEL $105.42 $102.84 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $295.99 $283.92 Equity
SBHGF SBI HOLDINGS INC ORDF $46.03 $44.90 Equity
SGU STAR GROUP L P LP $13.47 $11.57 Equity -14.11%
SHEL SHELL PLC FTENDER OFFER EXP: $75.84 $74.92 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
SYF SYNCHRONY FINL $74.84 $74.38 Equity
T AT&T INC $29.60 $24.75 Equity -16.37%
T AT&T INC $29.57 $24.75 Equity -16.30%
TIGO MILLICOM INTERNTNL C F $49.68 $47.11 Equity -5.17%
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $22.64 $22.59 Equity
TMICF TREND MICRO INC TO ORDF $57.06 $51.19 Equity -10.29%
TMICF TREND MICRO INC TO ORDF $57.06 $51.19 Equity -10.29%
UGI UGI CORP NEW $36.40 $33.43 Equity -8.16%
UVV UNIVERSAL CORP VA $58.83 $50.68 Equity -13.85%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $31.37 Equity -21.28%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $31.37 Equity -21.28%
WLKP WESTLAKE CHEM PARTNER LP $23.65 $18.86 Equity -20.25%