Investment Journal for 2020

If you had Bought, Sold, and Held the same items as the Kanning Investment Club during the year (on an equally weighty basis):

Realized gains on sales 76%

Dividend yield 1.7% (on Ending Balance) vs S&P500 1.6%

Unrealized gains 37% vs S&P500 16%

Gold 25%

Silver 48%



In my personal account

Realized gain 51% (CHK cigar butt, burnt my fingers)

Dividend yield .5% (on Ending Balance, most purchases later in year)

Unrealized gain 23%

Gold 1%

Silver 75% (I bought both later in the year so had varied returns)

I think the differences between the equal weighted and mine was because the biggest gainers are my smaller positions. I need to up my buys on the obscure stocks.


Held:

(AG) First Majestic Silver

(BRK.B) Berkshire Hathaway

(CDE) Coeur Mining

(CEL) CelCom Israel

(CWGL) Crimson Wine Group Limited

(DEEP) Deep Value ETF

(F) Ford

(GGZ) Gabelli Global small and mid-cap value

(GVAL) Cambria Global Value ETF

(IEP) Icahn Enterprises

(IPI) Intrepid Potash

(HL) Hecla Mining

(IBAL) International Baler

(JOF) Japan Small Cap

(KRYPY) Kerry Properties

(LUV) Southwest Airlines

(MARPS) Marine Petroleum Trust (held for dividends)

(MUR) Murphy Oil

(NC) NACCO Industries

(NJMC) New Jersey Mining Company

(NGS) Natural Gas Services

(PFIN) P&F Industries

(PHYS) Sprott Physical Gold

(PSLV) Sprott Physical Silver

(QRTEA) Qurate Retail

(RDS.B) Royal Dutch Shell B shares

(SGDJ) Sprott Junior Gold Miners ETF

(STNG) Scorpio Tankers

(TACO) Del Taco

(TSRI) TSR Inc

(WCRS) Western Capital Resources

(XOM) ExxonMobil

(ZIG) The Acquirer's Fund



Investment Journal for December 2020

Bought: Added to position: (DEEP) Deep Value ETF (IEP) Icahn Enterprises (JOF) Japan Small Cap (PSLV) Sold: (KSS) Kohls Sold after 2 weeks for 87% gain …. Has since gone up another 10% Held: (AG) First Majestic Silver (BRK.B) Berkshire Hathaway (CDE) Coeur Mining (CEL) CelCom Israel (CWGL) Crimson  […]

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Investment Journal for November 2020

Bought: (IEP) Icahn Enterprises Investing along Carl Icahn … right now his stock is down (IPI) Intrepid Potash Cheap Colorado Potash miner (KSS) Kohls Low price probably because like all retailers they are supposed to die by the hand of Amazon (SGDJ) Sprott Junior Gold Miners ETF A way for me to buy  […]

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Investment Journal for October 2020

Bought: (AG) First Majestic Silver Large Silver producer in Canada which hold inventory for better prices (CDE) Coeur Mining Idaho Miner (CEL) CelCom Israel Largest provider with cheap multiples (GGZ) Gabelli Global small and mid-cap value I get more global value companies and Gabelli keeps buying  […]

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Investment Journal for September 2020

Bought: (DEEP) Deep Value ETF A US stock deep value fund 9/11 $22.59 (GME) Game Stop a current favorite of value investors that want to take a chance that they pull themselves up and this cheap stock pays off 9/11 $6.25 (PHYS) Sprott Physical Gold ETF fund that holds physical gold 9/23 $15 (QRTEA)  […]

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Investment Journal for August 2020

Bought: nothing new this month Added to position: (NC) NACCO Industries 8/26 added more at $21 since the price is going down, but they are still making money and paying dividends (PSLV) Sprott Physical Silver average of $9.50 to sell $s and buy Silver Held: (BRK.B) Berkshire Hathaway July $195.78  […]

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Investment Journal for July 2020

Bought: (KRYPY) Kerry Properties Hong Kong Real Estate 7/23 $12.48 (PSLV) Sprott Physical Silver Silver held in Canada 7/29 $8.35 (STNG) Scorpio Tankers Oil Tankers another low priced, in many ways, stock 7/22 $12.70 (UUU) Universal Security Instruments bought $1.20 and sold $2.50 during the month  […]

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Investment Journal for June 2020

Bought: Added to position: (NC) NACCO The price kept going down, so we added more at: average of $24 June $23.30 down a little Held: (ALK) Alaska Air May $34.19 June $36.26 up 6% (BRK.B) Berkshire Hathaway May $185.58 June $178.51 down (4%) (CWGL) Crimson Wine Group Limited May $5.50 June $5.40 down  […]

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Investment Journal for May 2020

Bought: (ALK) Alaska Air The airlines kept crashing down in price. May 14th $24 May $34.19 up 42% (IBAL) International Baler They make recycling baling machines in Florida. May 12th $1.25 May $1.25 (MARPS) Marine Petroleum Trust They are a small petroleum royalty holding company in Dallas that pays  […]

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Investment Journal for April 2020

The airlines kept falling. Some of our stocks popped including Murphy Oil and equipment company NGS. The S&P500 had a big month too. Held: (BRK.B) Berkshire Hathaway (BRK.B) Mar $182.83 Apr $187.36 up 2% (CWGL) Crimson Wine Group Limited Mar $5.84 Apr $5.90 up 1% (F) Ford Mar $4.83 Apr $5.09 up  […]

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Investment Journal for March 2020

Investment Journal for March 2020 March was an exciting month. After slow steady growth of the stock market for years, we had a fast crash. The S&P500 hit bottom on March 23rd at 2237. I had to scramble to make funds available and bought a few things on March 27th including 2 stocks I have  […]

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The End Game - Episode 12 - Fred Hickey

The End Game (with Grant Williams and Bill Fleckenstein) is one of my favorite financial podcasts. They have had some sage old hands at investing and macro trends, that I have loved. These are long form interviews trying to figure out the End Game of things like the US Dollar system. This episode is  […]

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Investment Journal for February 2020

Crimson Wine Group Limited (CWGL), Napa Valley CA, Jan ending $7.25 Feb ending $7.19 so down (1%) --- Natural Gas Services (NGS), Midland TX, Jan ending $10.52 2/11/20 at $10 Feb ending $9.88 so down (4%) Silver 2/27/20 at $17.85 .... I can't buy at spot, but will use spot to quote Feb ending $16.67  […]

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Investment Journal for January 2020

Crimson Wine Group Limited (CWGL), Napa Valley CA December ending $7.40 January ending $7.25 so down (2%) Natural Gas Services (NGS), Midland TX December ending $12.26 bought some more at average of $11.25 January ending $10.52 so down (11%) I am anticipating trailing the market 70 to 80% of the  […]

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Investment Journal for December 2019

I have heard from many sources how helpful it is to keep track of what you buy and sell ,and why, to look back later and analyze the moves. So here is the first month, as I get back into saving up money and putting it into stocks, or ETFs. 12/16/19 I started buying some Natural Gas Services (NGS),  […]

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Corbett Report

One of my favorite podcasts/video sources for in depth info about many topics not covered by the m5m. Here is his latest episode: A Message to New “Conspiracy Theorists” and my post on "Do Not Be Deceived" Here are his favorite videos sorted by category Here are his documentaries My  […]

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Judge Eric Moye

Here is info about Judge Eric Moye: http://judgemoye.com/about-judge-moye.html https://goo.gl/maps/5DwrGZDwFzphcPdf9 1645 Nob Hill Road, Dallas TX 75208 https://www.zillow.com/homedetails/1645-Nob-Hill-Rd-Dallas-TX-75208/26769108_zpid/  […]

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Quantum Computing

When I was first introduced to Quantum Theory or Quantum Mechanics, (in high school I guess) I thought it was rubbish. None of it made any sense to me. There was no proof of it, since it is supposed to be happening on such a tiny scale, and it didn't explain anything for me. So I saw no reason to  […]

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3rd Visit to PP South Dallas Feb 13th 2019

IMG_20190213_074351.jpg

I crossed the sidewalk at the Planned Parenthood South Dallas Abortion Services Center yesterday. I walked the parking lot, approached the front entrance (which has 2 locked doors), and out to the street, while holding a "Pray for Women Born and Unborn) sign. The Dallas police showed up within  […]

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