Investment Common Sense



Watch List    September 15, 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
039483BL5ice ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $98.69 $98.69 Fixed Income
06051V7A8 BANK OF AMERICA 4.35%26CD FDIC INS DUE 01/20/26US $100.28 $100.12 Fixed Income
06051XNY4 BANK OF AMERICA 4.15%25CD FDIC INS DUE 10/29/25US $99.99 $99.99 Fixed Income
084670BS6 BERKSHIRE HATHA 3.125%26 DUE 03/15/26 $99.54 $99.53 Fixed Income
254687FV3 THE WALT DISNEY 1.75%26 DUE 01/13/26 $99.20 $99.16 Fixed Income
5380362J2 LIVE OAK BANKING 4.15%26CD FDIC INS DUE 02/23/26US $100.12 $100.12 Fixed Income
59013K3Y0 MERRICK BANK 4.25%26CD FDIC INS DUE 01/30/26US $100.25 $100.12 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $98.82 $98.82 Fixed Income
63743FTT3 NTNL RURAL UTILIT 3.5%25 DUE 12/15/25 $99.59 $99.59 Fixed Income
90355UJW6 U.S. BANK NTNL A 4.35%26CD FDIC INS DUE 06/10/26US $100.00 $100.00 Fixed Income
90355UMN2 U.S. BANK NTNL ASSO 4%25CD FDIC INS DUE 10/15/25US $99.98 $99.98 Fixed Income
912797QD2 US TREASURY BILL26U S T BILL DUE 04/16/26 $97.84 $97.84 Fixed Income
9128286S4 US TREASU NT 2.375%04/26UST NOTE DUE 04/30/26 $99.10 $99.10 Fixed Income
91282CAZ4 US TREASU NT 0.375%11/25UST NOTE DUE 11/30/25 $99.22 $99.22 Fixed Income
91324PDW9 UNITEDHEALTH GRO 1.25%26 DUE 01/15/26 $99.00 $99.00 Fixed Income
94974BGP9 WELLS FARGO & CO 3.55%25 DUE 09/29/25 $100.00 $100.00 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.77 $38.04 Equity -11.06%
ACTG ACACIA RESH CORP $3.97 $3.37 Equity -15.20%
AGFMF AGF MGMT LTD FCLASS B $9.66 $9.66 Equity
BUR BURFORD CAPITAL LIMI F $14.18 $12.88 Equity -9.15%
CB CHUBB LTD F $288.19 $276.32 Equity
CLBT 01/16/2026 12.50 C CALL CELLEBRITE DI LTD 12.5 EXP 01/16/26 $5.15 $5.15 Option
CRWD CROWDSTRIKE HLDGS INC CLASS A $446.30 $446.30 Equity
CRWD CROWDSTRIKE HLDGS INC CLASS A $446.32 $446.32 Equity
CVS CVS HEALTH CORP $73.15 $72.66 Equity
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS $111.83 $100.46 Equity -10.17%
DGICA DONEGAL GROUP INC CLASS A $19.94 $19.21 Equity
DGICA DONEGAL GROUP INC CLASS A $19.34 $19.21 Equity
EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS $27.10 $24.34 Equity -10.18%
ETHA ISHARES ETHEREUM TRUST ETF IV $34.30 $34.05 ETFs & Closed End Funds
F FORD MTR CO DEL $11.83 $11.69 Equity
FDP FRESH DEL MONTE PRODUC F $37.59 $35.29 Equity -6.12%
FDP FRESH DEL MONTE PRODUC F $37.59 $35.28 Equity -6.14%
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $4.20 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,755.87 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,755.87 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,755.87 Equity
GLP GLOBAL PARTNERS LP LP $58.23 $51.53 Equity -11.51%
GSL GLOBAL SHIP LEASE INC FCLASS A $32.54 $32.54 Equity
GTLB GITLAB INC CLASS A $50.34 $50.34 Equity
GTN/A GRAY MEDIA INC CLASS A $11.29 $9.82 Equity -13.02%
IBIT ISHARES BITCOIN ETF $67.66 $65.27 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $123.66 $123.66 ETFs & Closed End Funds
KEP KOREA ELEC PWR CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $13.89 $13.45 Equity
KNSL KINSALE CAP GROUP INC $479.82 $428.93 Equity -10.61%
MFIN MEDALLION FINL CORP EQUICLASS EQUITY $10.70 $10.53 Equity
MITT AG MTG INVT TR INC $7.81 $7.81 Equity
MSFT MICROSOFT CORP $533.50 $511.96 Equity
MYTAY MAGYAR TELEKOM TELECOM FSPONSORED ADR 1 ADR REPS 5 ORD SHS $28.95 $28.66 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $13.06 $12.81 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $14.90 $12.81 Equity -14.06%
QXO QXO INC $24.12 $20.87 Equity -13.47%
RGLD ROYAL GOLD INC $194.28 $194.28 Equity
RMBS RAMBUS INC DEL $96.90 $96.90 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $272.60 $272.60 Equity
SBHGF SBI HOLDINGS INC ORDF $46.03 $44.73 Equity
SGU STAR GROUP L P LP $13.47 $11.56 Equity -14.18%
SHEL SHELL PLC FTENDER OFFER EXP: $73.88 $71.72 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $29.57 Equity
T AT&T INC $29.60 $29.60 Equity
TIGO MILLICOM INTERNTNL C F $48.31 $47.61 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $21.41 $21.41 Equity
TMICF TREND MICRO INC TO ORDF $55.19 $55.19 Equity
TMICF TREND MICRO INC TO ORDF $55.19 $55.19 Equity
UGI UGI CORP NEW $36.40 $34.22 Equity -5.99%
UVV UNIVERSAL CORP VA $58.83 $54.98 Equity -6.55%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $39.85 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $39.85 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.65 $21.73 Equity -8.12%