Investment Common Sense



Watch List    October 12, 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 $98.81 $98.73 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 $100.00 $100.00 Fixed Income
084670BS6 BERKSHIRE HATHA 3.125%26 DUE 03/15/26 $99.62 $99.55 Fixed Income
254687FV3 THE WALT DISNEY 1.75%26 DUE 01/13/26 $99.37 $99.37 Fixed Income
5380362J2 LIVE OAK BANKING 4.15%26CD FDIC INS DUE 02/23/26US $100.14 $100.14 Fixed Income
59013K3Y0 MERRICK BANK 4.25%26CD FDIC INS DUE 01/30/26US $100.25 $100.13 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $98.91 $98.91 Fixed Income
63743FTT3 NTNL RURAL UTILIT 3.5%25 DUE 12/15/25 $99.69 $99.68 Fixed Income
90355UMN2 U.S. BANK NTNL ASSO 4%25CD FDIC INS DUE 10/15/25US $100.00 $100.00 Fixed Income
912797QD2 US TREASURY BILL26U S T BILL DUE 04/16/26 $98.12 $98.12 Fixed Income
9128286S4 US TREASU NT 2.375%04/26UST NOTE DUE 04/30/26 $99.25 $99.25 Fixed Income
91282CAZ4 US TREASU NT 0.375%11/25UST NOTE DUE 11/30/25 $99.51 $99.51 Fixed Income
91324PDW9 UNITEDHEALTH GRO 1.25%26 DUE 01/15/26 $99.17 $99.17 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.77 $38.18 Equity -10.73%
ACTG ACACIA RESH CORP $3.97 $3.36 Equity -15.37%
AGFMF AGF MGMT LTD FCLASS B $10.33 $9.53 Equity -7.75%
AMD ADVANCED MICRO DEVIC $214.90 $214.90 Equity
BUR BURFORD CAPITAL LIMI F $14.18 $11.18 Equity -21.16%
CB CHUBB LTD F $288.20 $283.01 Equity
CLBT 01/16/2026 12.50 C CALL CELLEBRITE DI LTD 12.5 EXP 01/16/26 $7.15 $7.15 Option
CRWD CROWDSTRIKE HLDGS INC CLASS A $502.55 $493.66 Equity
CRWD CROWDSTRIKE HLDGS INC CLASS A $502.55 $493.66 Equity
CVS CVS HEALTH CORP $77.90 $77.90 Equity
DGICA DONEGAL GROUP INC CLASS A $19.54 $19.07 Equity
DGICA DONEGAL GROUP INC CLASS A $19.94 $19.07 Equity
EQNR EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS $27.10 $23.21 Equity -14.35%
ETHA ISHARES ETHEREUM TRUST ETF IV $34.30 $30.20 ETFs & Closed End Funds -11.95%
F FORD MTR CO DEL $12.01 $11.41 Equity
FDP FRESH DEL MONTE PRODUC F $37.59 $33.40 Equity -11.15%
FDP FRESH DEL MONTE PRODUC F $37.59 $33.40 Equity -11.15%
FI FISERV INC $127.08 $122.63 Equity
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $4.16 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,747.33 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,747.33 Equity
FRFHF FAIRFAX FINL HLDGS LTD F $1,807.36 $1,747.33 Equity
GSL GLOBAL SHIP LEASE INC FCLASS A $32.54 $27.41 Equity -15.77%
GTLB GITLAB INC CLASS A $50.34 $44.61 Equity -11.39%
GTN/A GRAY MEDIA INC CLASS A $12.15 $10.43 Equity -14.16%
HAFN HAFNIA LTD F $5.74 $5.74 Equity
IBIT ISHARES BITCOIN ETF $68.67 $66.20 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $127.29 $124.25 ETFs & Closed End Funds
KEP KOREA ELEC PWR CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $13.89 $12.51 Equity -9.94%
KNSL KINSALE CAP GROUP INC $479.82 $469.93 Equity
KSS KOHLS CORP $13.98 $13.98 Equity
MFIN MEDALLION FINL CORP EQUICLASS EQUITY $10.70 $9.38 Equity -12.37%
MITT AG MTG INVT TR INC $7.81 $6.95 Equity -11.01%
MSFT MICROSOFT CORP $533.50 $510.96 Equity
MYTAY MAGYAR TELEKOM TELECOM FSPONSORED ADR 1 ADR REPS 5 ORD SHS $28.95 $26.78 Equity -7.51%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $13.08 $11.60 Equity -11.31%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $14.90 $11.60 Equity -22.15%
PYPL PAYPAL HLDGS INC $73.45 $69.84 Equity
RGLD ROYAL GOLD INC $197.09 $194.47 Equity
RMBS RAMBUS INC DEL $102.62 $89.57 Equity -12.72%
SBGSF SCHNEIDER ELECTRIC ORDF $295.99 $285.04 Equity
SBHGF SBI HOLDINGS INC ORDF $46.03 $45.61 Equity
SGU STAR GROUP L P LP $13.47 $11.80 Equity -12.40%
SHEL SHELL PLC FTENDER OFFER EXP: $74.75 $71.42 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
SYF SYNCHRONY FINL $68.02 $68.02 Equity
T AT&T INC $29.60 $25.87 Equity -12.59%
T AT&T INC $29.57 $25.87 Equity -12.51%
TIGO MILLICOM INTERNTNL C F $49.68 $47.62 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $21.72 $20.54 Equity -5.43%
TMICF TREND MICRO INC TO ORDF $57.06 $51.47 Equity -9.81%
TMICF TREND MICRO INC TO ORDF $57.06 $51.47 Equity -9.81%
UGI UGI CORP NEW $36.40 $31.78 Equity -12.69%
UVV UNIVERSAL CORP VA $58.83 $52.74 Equity -10.35%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $31.77 Equity -20.28%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $31.77 Equity -20.28%
WLKP WESTLAKE CHEM PARTNER LP $23.65 $20.60 Equity -12.90%