Investment Common Sense



Watch List    September 4, 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 $98.48 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.95 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.97 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.82 $98.63 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $98.91 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.37 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.92 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.16 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.16 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $95.99 Fixed Income
912810FE3 US TREASURY 5.5%08/28UST BOND DUE 08/15/28 $102.11 $101.81 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $99.25 $99.25 Fixed Income
98970LUJ0 ZIONS BANCORP NTNL 4%27CD FDIC INS DUE 04/01/27US $100.03 $100.03 Fixed Income
ACTG ACACIA RESH CORP $5.13 $4.54 Equity -11.50%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $9.45 $9.14 Equity
AFIFX AMERICAN FUNDS FUNDAMENTAL INVS F-1 $103.61 $103.61 Mutual Fund
AGFMF AGF MGMT LTD FCLASS B $16.81 $15.78 Equity -6.14%
BAM BROOKFIELD ASSET MGMT FCLASS A $55.12 $50.60 Equity -8.19%
BWLP BW LPG LTD F $23.91 $23.91 Equity
CB CHUBB LTD F $352.16 $341.59 Equity
CHRD CHORD ENERGY CORP $146.39 $146.39 Equity
DAC DANAOS CORP F $155.26 $155.26 Equity
DAC DANAOS CORP F $155.26 $155.26 Equity
DINO HF SINCLAIR CORP $105.41 $105.41 Equity
DMC DEL MONTE CORP F $32.19 $32.12 Equity
EG EVEREST REINSURANCE GR F $382.57 $380.87 Equity
ESEA EUROSEAS LTD F $77.00 $76.35 Equity
ESEA EUROSEAS LTD F $77.00 $76.35 Equity
F FORD MTR CO DEL $16.81 $14.62 Equity -13.00%
F FORD MTR CO DEL $16.83 $14.62 Equity -13.11%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,653.00 Equity -13.24%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,653.00 Equity -13.24%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,653.00 Equity -7.87%
GIII G-III APPAREL GROUP LTD $35.42 $27.74 Equity -21.68%
GSL GLOBAL SHIP LEASE INC FCLASS A $46.40 $46.40 Equity
HAFC HANMI FINL CORP $32.06 $32.06 Equity
HAFN HAFNIA LTD F $8.96 $8.72 Equity
HAFN HAFNIA LTD F $8.72 $8.72 Equity
HBB HAMILTON BEACH BRANDS HLCLASS A $33.41 $31.00 Equity -7.21%
HBB HAMILTON BEACH BRANDS HLCLASS A $33.41 $31.00 Equity -7.21%
IBIT ISHARES BITCOIN TRUST ETF $45.23 $45.23 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $161.74 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $161.74 ETFs & Closed End Funds
IMMR IMMERSION CORP $7.71 $7.71 Equity
LEA LEAR CORP $134.68 $134.68 Equity
LULU LULULEMON ATHLETICA INC $125.73 $100.61 Equity -19.98%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.25 Equity -6.56%
MTDR MATADOR RES CO $65.45 $59.15 Equity -9.63%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $1.15 Option -58.84%
OSK OSHKOSH CORP $157.08 $157.08 Equity
PAA PLAINS ALL AMERICAN P LP $25.80 $25.70 Equity
PAA PLAINS ALL AMERICAN P LP $25.81 $25.70 Equity
PBH PRESTIGE CONSUMER HEALTH $52.69 $52.26 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.12 Equity -8.13%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $20.28 $20.12 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.12 Equity -8.13%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $20.12 Equity -8.13%
PLGO PELAGOS INSURANCE CAPI F $25.40 $25.32 Equity
RMBS RAMBUS INC DEL $158.40 $85.46 Equity -46.05%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $25.88 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.74 Equity -5.42%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $93.66 $92.95 Equity
SM SM ENERGY CO $38.12 $36.44 Equity
SON SONOCO PRODS CO $58.27 $51.95 Equity -10.85%
SUN SUNOCO LP LP $75.60 $75.60 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $25.68 Equity -13.15%
T AT&T INC $29.10 $25.68 Equity -11.75%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $43.74 Equity
TIGO MILLICOM INTERNTNL C F $98.34 $94.83 Equity
TOST TOAST INC CLASS A $36.68 $33.95 Equity -7.44%
TXT TEXTRON INC $89.00 $79.07 Equity -11.16%
UAN CVR PARTNERS LP LP $130.80 $130.80 Equity
UGI UGI CORP NEW $40.11 $37.94 Equity -5.41%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.37 Equity -7.32%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.37 Equity -7.32%
WLKP WESTLAKE CHEM PARTNER LP $23.21 $21.88 Equity -5.73%